Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.48%
Stock 98.30%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.21%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 93.06%
Mid 5.62%
Small 1.32%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 44.20%    % Emerging Markets: 55.80%    % Unidentified Markets: 0.00%

Americas 9.92%
0.36%
United States 0.36%
9.56%
Argentina 0.91%
Brazil 3.55%
Mexico 3.16%
Peru 1.04%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.04%
United Kingdom 1.56%
3.80%
Greece 2.93%
Portugal 0.87%
0.00%
7.69%
Saudi Arabia 2.58%
South Africa 2.60%
United Arab Emirates 2.51%
Greater Asia 77.03%
Japan 0.00%
0.00%
35.97%
Hong Kong 4.86%
Singapore 1.89%
South Korea 11.55%
Taiwan 17.66%
41.06%
China 21.84%
India 16.82%
Indonesia 0.84%
Philippines 1.56%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
38.46%
Materials
3.20%
Consumer Discretionary
13.17%
Financials
18.90%
Real Estate
3.18%
Sensitive
55.05%
Communication Services
8.43%
Energy
4.48%
Industrials
11.28%
Information Technology
30.86%
Defensive
5.86%
Consumer Staples
3.97%
Health Care
1.89%
Utilities
0.00%
Not Classified
0.63%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.63%
As of October 31, 2025
View Region Exposure
Start Trial

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