Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.37%
Stock 98.21%
Bond 0.49%
Convertible 0.00%
Preferred 1.11%
Other -0.18%
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Market Capitalization

As of September 30, 2025
Large 91.38%
Mid 6.30%
Small 2.32%
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Region Exposure

% Developed Markets: 43.72%    % Emerging Markets: 55.07%    % Unidentified Markets: 1.21%

Americas 9.88%
1.23%
United States 1.23%
8.66%
Brazil 5.10%
Mexico 2.20%
Peru 0.65%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.07%
United Kingdom 0.62%
3.96%
Belgium 0.39%
Greece 0.92%
Ireland 1.70%
Netherlands 0.05%
Switzerland 0.49%
1.00%
Poland 0.42%
Turkey 0.42%
9.49%
Saudi Arabia 2.93%
South Africa 4.41%
United Arab Emirates 1.57%
Greater Asia 73.84%
Japan 0.00%
0.59%
Australia 0.59%
34.95%
Hong Kong 5.07%
Singapore 1.26%
South Korea 10.49%
Taiwan 18.14%
38.29%
China 22.70%
India 13.69%
Indonesia 1.44%
Philippines 0.24%
Thailand 0.22%
Unidentified Region 1.21%

Stock Sector Exposure

Cyclical
45.00%
Materials
6.39%
Consumer Discretionary
15.37%
Financials
22.05%
Real Estate
1.19%
Sensitive
44.04%
Communication Services
9.70%
Energy
3.53%
Industrials
5.74%
Information Technology
25.07%
Defensive
9.17%
Consumer Staples
3.78%
Health Care
3.21%
Utilities
2.18%
Not Classified
1.79%
Non Classified Equity
0.88%
Not Classified - Non Equity
0.90%
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