Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.27%
Stock 92.35%
Bond 2.51%
Convertible 0.00%
Preferred 0.82%
Other 1.05%
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Market Capitalization

As of September 30, 2025
Large 93.38%
Mid 5.26%
Small 1.37%
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Region Exposure

% Developed Markets: 43.61%    % Emerging Markets: 52.78%    % Unidentified Markets: 3.61%

Americas 12.19%
4.31%
Canada 0.36%
United States 3.95%
7.88%
Brazil 3.70%
Chile 0.15%
Colombia 0.05%
Mexico 2.93%
Peru 0.84%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.62%
United Kingdom 0.75%
3.52%
France 0.26%
Germany 0.04%
Greece 1.12%
Ireland 1.65%
Italy 0.08%
Netherlands 0.05%
Sweden 0.02%
Switzerland 0.12%
2.11%
Czech Republic 0.04%
Poland 0.54%
Turkey 0.54%
8.24%
Egypt 0.03%
Nigeria 0.02%
Qatar 0.32%
Saudi Arabia 2.09%
South Africa 3.93%
United Arab Emirates 1.49%
Greater Asia 69.57%
Japan 0.00%
0.01%
Australia 0.01%
32.67%
Hong Kong 4.50%
Singapore 0.63%
South Korea 9.67%
Taiwan 17.88%
36.89%
China 22.09%
India 11.06%
Indonesia 1.34%
Kazakhstan 0.40%
Malaysia 0.95%
Philippines 0.33%
Thailand 0.73%
Unidentified Region 3.61%

Stock Sector Exposure

Cyclical
40.24%
Materials
6.15%
Consumer Discretionary
13.60%
Financials
19.72%
Real Estate
0.78%
Sensitive
46.01%
Communication Services
10.50%
Energy
3.29%
Industrials
7.21%
Information Technology
25.01%
Defensive
7.69%
Consumer Staples
3.15%
Health Care
3.08%
Utilities
1.46%
Not Classified
6.05%
Non Classified Equity
0.35%
Not Classified - Non Equity
5.70%
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