Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.15%
Stock 96.08%
Bond 1.21%
Convertible 0.00%
Preferred 0.99%
Other 0.57%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 92.44%
Mid 5.73%
Small 1.83%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 45.72%    % Emerging Markets: 53.36%    % Unidentified Markets: 0.92%

Americas 10.27%
2.69%
Canada 0.18%
United States 2.52%
7.58%
Brazil 3.96%
Chile 0.16%
Colombia 0.03%
Mexico 2.38%
Peru 0.67%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.30%
United Kingdom 0.45%
3.25%
Austria 0.02%
France 0.18%
Germany 0.03%
Greece 1.12%
Ireland 1.28%
Italy 0.06%
Netherlands 0.13%
Portugal 0.06%
Sweden 0.01%
Switzerland 0.10%
2.25%
Czech Republic 0.03%
Poland 0.86%
Turkey 0.46%
7.34%
Egypt 0.02%
Nigeria 0.01%
Qatar 0.25%
Saudi Arabia 2.08%
South Africa 2.97%
United Arab Emirates 1.68%
Greater Asia 75.51%
Japan 0.00%
0.02%
Australia 0.02%
36.80%
Hong Kong 4.31%
Singapore 0.70%
South Korea 12.37%
Taiwan 19.41%
38.68%
China 22.97%
India 12.20%
Indonesia 1.45%
Kazakhstan 0.16%
Malaysia 0.80%
Philippines 0.30%
Thailand 0.74%
Unidentified Region 0.92%

Stock Sector Exposure

Cyclical
39.72%
Materials
4.93%
Consumer Discretionary
12.54%
Financials
21.38%
Real Estate
0.87%
Sensitive
49.95%
Communication Services
11.19%
Energy
3.08%
Industrials
7.20%
Information Technology
28.48%
Defensive
7.80%
Consumer Staples
3.39%
Health Care
3.01%
Utilities
1.40%
Not Classified
2.53%
Non Classified Equity
0.28%
Not Classified - Non Equity
2.26%
As of October 31, 2025
View Region Exposure
Start Trial

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