Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.94%
Stock 97.68%
Bond 0.34%
Convertible 0.00%
Preferred 1.10%
Other -2.06%
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Market Capitalization

As of October 31, 2025
Large 93.04%
Mid 6.12%
Small 0.84%
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Region Exposure

% Developed Markets: 43.75%    % Emerging Markets: 57.28%    % Unidentified Markets: -1.03%

Americas 16.84%
4.22%
Canada 0.37%
United States 3.85%
12.62%
Brazil 3.26%
Mexico 7.10%
Peru 2.26%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.81%
United Kingdom 1.18%
5.82%
Greece 3.18%
Ireland 2.63%
4.60%
Turkey 1.66%
7.21%
Saudi Arabia 1.78%
South Africa 3.97%
United Arab Emirates 1.46%
Greater Asia 65.39%
Japan 0.00%
0.07%
Australia 0.07%
31.02%
Hong Kong 3.27%
Singapore 0.00%
South Korea 11.31%
Taiwan 16.43%
34.30%
China 24.38%
India 8.28%
Indonesia 0.45%
Malaysia 1.18%
Unidentified Region -1.03%

Stock Sector Exposure

Cyclical
43.35%
Materials
7.90%
Consumer Discretionary
12.51%
Financials
22.94%
Real Estate
0.00%
Sensitive
45.95%
Communication Services
11.94%
Energy
1.90%
Industrials
8.18%
Information Technology
23.93%
Defensive
7.52%
Consumer Staples
4.14%
Health Care
3.38%
Utilities
0.00%
Not Classified
3.18%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.18%
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