Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.17%
Stock 96.00%
Bond 0.13%
Convertible 0.00%
Preferred 1.81%
Other 1.90%
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Market Capitalization

As of September 30, 2025
Large 92.95%
Mid 6.83%
Small 0.22%
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Region Exposure

% Developed Markets: 43.47%    % Emerging Markets: 56.12%    % Unidentified Markets: 0.41%

Americas 7.40%
0.13%
United States 0.13%
7.28%
Brazil 4.29%
Chile 0.44%
Colombia 0.17%
Mexico 1.88%
Peru 0.32%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.11%
United Kingdom 0.00%
2.65%
Greece 0.68%
Ireland 1.98%
2.26%
Czech Republic 0.14%
Poland 1.08%
Turkey 0.76%
9.20%
Egypt 0.09%
Qatar 0.67%
Saudi Arabia 3.03%
South Africa 3.02%
United Arab Emirates 1.58%
Greater Asia 78.07%
Japan 0.00%
0.00%
37.47%
Hong Kong 5.24%
Singapore 0.08%
South Korea 11.93%
Taiwan 20.22%
40.60%
China 22.78%
India 13.13%
Indonesia 1.28%
Malaysia 1.60%
Philippines 0.46%
Thailand 1.34%
Unidentified Region 0.41%

Stock Sector Exposure

Cyclical
43.05%
Materials
5.16%
Consumer Discretionary
14.02%
Financials
22.50%
Real Estate
1.37%
Sensitive
47.54%
Communication Services
10.42%
Energy
4.21%
Industrials
6.90%
Information Technology
26.01%
Defensive
9.12%
Consumer Staples
3.34%
Health Care
3.20%
Utilities
2.58%
Not Classified
0.29%
Non Classified Equity
0.02%
Not Classified - Non Equity
0.27%
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