Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.77%
Stock 94.83%
Bond 0.00%
Convertible 0.00%
Preferred 1.51%
Other -0.10%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 52.94%    % Emerging Markets: 47.21%    % Unidentified Markets: -0.15%

Americas 14.43%
4.47%
Canada 3.52%
United States 0.95%
9.96%
Argentina 0.15%
Brazil 5.09%
Chile 0.43%
Colombia 0.14%
Mexico 2.08%
Peru 0.46%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.15%
United Kingdom 1.12%
5.95%
Finland 0.41%
Germany 0.36%
Greece 2.14%
Ireland 0.38%
Netherlands 1.84%
2.30%
Poland 0.85%
Turkey 0.72%
6.78%
Egypt 0.28%
Saudi Arabia 0.59%
South Africa 4.03%
United Arab Emirates 1.88%
Greater Asia 69.58%
Japan 0.00%
0.00%
38.73%
Hong Kong 7.57%
Singapore 1.10%
South Korea 12.00%
Taiwan 18.07%
30.85%
China 15.54%
India 11.27%
Indonesia 0.75%
Malaysia 0.13%
Pakistan 0.29%
Philippines 1.09%
Thailand 0.69%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
48.60%
Materials
2.26%
Consumer Discretionary
18.01%
Financials
24.84%
Real Estate
3.49%
Sensitive
44.54%
Communication Services
7.16%
Energy
0.57%
Industrials
7.83%
Information Technology
28.99%
Defensive
6.86%
Consumer Staples
2.82%
Health Care
2.94%
Utilities
1.09%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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