Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.89%
Stock 93.38%
Bond 1.27%
Convertible 0.00%
Preferred 2.58%
Other 0.88%
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Market Capitalization

As of September 30, 2025
Large 89.03%
Mid 9.49%
Small 1.48%
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Region Exposure

% Developed Markets: 41.78%    % Emerging Markets: 56.54%    % Unidentified Markets: 1.68%

Americas 11.67%
2.27%
United States 2.27%
9.40%
Brazil 5.47%
Chile 0.45%
Mexico 2.85%
Peru 0.63%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.61%
United Kingdom 0.00%
1.03%
Greece 1.03%
1.56%
Poland 0.58%
Turkey 0.40%
8.03%
Saudi Arabia 3.18%
South Africa 3.49%
United Arab Emirates 1.35%
Greater Asia 76.04%
Japan 0.00%
0.00%
37.13%
Hong Kong 7.11%
Singapore 1.41%
South Korea 10.00%
Taiwan 18.60%
38.91%
China 23.95%
India 13.53%
Indonesia 0.43%
Malaysia 0.45%
Thailand 0.55%
Unidentified Region 1.68%

Stock Sector Exposure

Cyclical
43.09%
Materials
4.25%
Consumer Discretionary
13.52%
Financials
19.81%
Real Estate
5.51%
Sensitive
45.25%
Communication Services
10.84%
Energy
1.35%
Industrials
5.85%
Information Technology
27.21%
Defensive
8.84%
Consumer Staples
2.12%
Health Care
2.83%
Utilities
3.88%
Not Classified
2.82%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.82%
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