Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.22%
Stock 98.09%
Bond 0.87%
Convertible 0.00%
Preferred 0.81%
Other -0.99%
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Market Capitalization

As of September 30, 2025
Large 91.58%
Mid 5.97%
Small 2.45%
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Region Exposure

% Developed Markets: 45.44%    % Emerging Markets: 54.58%    % Unidentified Markets: -0.02%

Americas 13.26%
1.65%
United States 1.65%
11.61%
Argentina 0.00%
Brazil 5.01%
Chile 1.68%
Colombia 0.49%
Mexico 3.46%
Peru 0.30%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.15%
United Kingdom 0.00%
2.04%
Netherlands 0.26%
0.00%
4.11%
Saudi Arabia 0.41%
South Africa 3.14%
United Arab Emirates 0.57%
Greater Asia 80.61%
Japan 0.00%
0.00%
41.18%
Hong Kong 6.99%
Singapore 4.40%
South Korea 13.53%
Taiwan 16.26%
39.43%
China 16.08%
India 16.47%
Indonesia 3.92%
Malaysia 0.00%
Philippines 0.56%
Thailand 2.39%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
32.07%
Materials
3.71%
Consumer Discretionary
14.45%
Financials
12.87%
Real Estate
1.04%
Sensitive
52.56%
Communication Services
18.03%
Energy
4.72%
Industrials
4.62%
Information Technology
25.19%
Defensive
12.61%
Consumer Staples
11.17%
Health Care
1.27%
Utilities
0.17%
Not Classified
2.76%
Non Classified Equity
0.87%
Not Classified - Non Equity
1.89%
As of September 30, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available