Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.53%
Stock 96.65%
Bond 0.88%
Convertible 0.00%
Preferred 0.57%
Other 0.37%
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Market Capitalization

As of October 31, 2025
Large 94.69%
Mid 4.70%
Small 0.60%
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Region Exposure

% Developed Markets: 44.36%    % Emerging Markets: 54.58%    % Unidentified Markets: 1.06%

Americas 11.40%
1.71%
United States 1.71%
9.69%
Brazil 4.84%
Mexico 3.61%
Peru 0.79%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.81%
United Kingdom 0.29%
3.33%
Greece 1.31%
Ireland 1.39%
Switzerland 0.40%
2.01%
Poland 0.29%
Turkey 0.18%
6.18%
Saudi Arabia 1.76%
South Africa 3.60%
United Arab Emirates 0.81%
Greater Asia 75.73%
Japan 0.00%
0.00%
37.77%
Hong Kong 4.85%
Singapore 0.72%
South Korea 13.73%
Taiwan 18.47%
37.96%
China 21.25%
India 12.74%
Indonesia 1.77%
Malaysia 0.40%
Philippines 0.58%
Thailand 1.23%
Unidentified Region 1.06%

Stock Sector Exposure

Cyclical
40.23%
Materials
4.77%
Consumer Discretionary
12.41%
Financials
22.68%
Real Estate
0.36%
Sensitive
49.72%
Communication Services
10.68%
Energy
3.23%
Industrials
7.48%
Information Technology
28.33%
Defensive
7.71%
Consumer Staples
2.54%
Health Care
3.90%
Utilities
1.27%
Not Classified
2.35%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.35%
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