Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.23%
Stock 94.37%
Bond 0.89%
Convertible 0.00%
Preferred 3.09%
Other 0.42%
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Market Capitalization

As of October 31, 2025
Large 88.29%
Mid 10.06%
Small 1.65%
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Region Exposure

% Developed Markets: 44.51%    % Emerging Markets: 54.80%    % Unidentified Markets: 0.69%

Americas 10.79%
2.17%
United States 2.17%
8.61%
Brazil 5.11%
Chile 0.52%
Mexico 2.49%
Peru 0.49%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.74%
United Kingdom 0.00%
0.92%
Belgium 0.00%
Greece 0.92%
1.63%
Poland 0.64%
Turkey 0.37%
8.19%
Saudi Arabia 3.84%
South Africa 2.92%
United Arab Emirates 1.42%
Greater Asia 77.78%
Japan 0.00%
0.00%
39.99%
Hong Kong 6.16%
Singapore 1.38%
South Korea 11.56%
Taiwan 20.90%
37.79%
China 22.85%
India 13.55%
Indonesia 0.45%
Malaysia 0.45%
Thailand 0.49%
Unidentified Region 0.69%

Stock Sector Exposure

Cyclical
41.87%
Materials
4.43%
Consumer Discretionary
12.25%
Financials
20.70%
Real Estate
4.50%
Sensitive
47.69%
Communication Services
10.12%
Energy
1.24%
Industrials
5.95%
Information Technology
30.38%
Defensive
8.14%
Consumer Staples
2.06%
Health Care
2.56%
Utilities
3.52%
Not Classified
2.30%
Non Classified Equity
0.49%
Not Classified - Non Equity
1.80%
As of October 31, 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