Asset Allocation

As of September 30, 2025.
Type % Net
Cash 5.09%
Stock 93.61%
Bond 0.01%
Convertible 0.00%
Preferred 0.06%
Other 1.23%
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Market Capitalization

As of September 30, 2025
Large 88.53%
Mid 8.98%
Small 2.49%
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Region Exposure

% Developed Markets: 38.39%    % Emerging Markets: 56.28%    % Unidentified Markets: 5.32%

Americas 13.18%
1.61%
United States 1.61%
11.57%
Brazil 6.20%
Mexico 3.79%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.07%
United Kingdom 0.00%
3.45%
Greece 0.39%
Ireland 1.10%
Switzerland 1.50%
0.30%
Turkey 0.30%
6.33%
Saudi Arabia 1.22%
South Africa 2.00%
United Arab Emirates 3.11%
Greater Asia 71.42%
Japan 0.00%
0.00%
29.88%
Hong Kong 5.23%
South Korea 9.51%
Taiwan 15.13%
41.55%
China 22.43%
India 14.44%
Indonesia 1.51%
Kazakhstan 0.67%
Malaysia 0.03%
Philippines 1.07%
Thailand 0.72%
Unidentified Region 5.32%

Stock Sector Exposure

Cyclical
39.07%
Materials
1.11%
Consumer Discretionary
13.44%
Financials
22.45%
Real Estate
2.07%
Sensitive
45.87%
Communication Services
13.88%
Energy
0.99%
Industrials
10.97%
Information Technology
20.03%
Defensive
9.10%
Consumer Staples
2.61%
Health Care
6.49%
Utilities
0.00%
Not Classified
5.95%
Non Classified Equity
0.79%
Not Classified - Non Equity
5.17%
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