Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.31%
Stock 98.32%
Bond 0.22%
Convertible 0.00%
Preferred 1.17%
Other -0.01%
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Market Capitalization

As of September 30, 2025
Large 92.19%
Mid 6.90%
Small 0.91%
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Region Exposure

% Developed Markets: 39.82%    % Emerging Markets: 59.84%    % Unidentified Markets: 0.34%

Americas 17.66%
2.62%
United States 2.62%
15.04%
Brazil 4.34%
Mexico 8.45%
Peru 2.25%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.26%
United Kingdom 1.54%
6.20%
Greece 3.35%
Ireland 2.85%
3.71%
Poland -0.02%
Turkey 1.46%
6.81%
Saudi Arabia 1.05%
South Africa 4.21%
United Arab Emirates 1.56%
Greater Asia 63.73%
Japan 0.00%
0.00%
27.90%
Hong Kong 2.98%
South Korea 10.21%
Taiwan 14.71%
35.83%
China 26.97%
India 7.62%
Malaysia 1.24%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
45.19%
Materials
10.43%
Consumer Discretionary
13.75%
Financials
21.00%
Real Estate
0.00%
Sensitive
46.55%
Communication Services
12.45%
Energy
2.67%
Industrials
9.02%
Information Technology
22.40%
Defensive
7.68%
Consumer Staples
4.54%
Health Care
3.13%
Utilities
0.00%
Not Classified
0.59%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.59%
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