Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.69%
Stock 94.58%
Bond 1.59%
Convertible 0.00%
Preferred 1.01%
Other 0.14%
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Market Capitalization

As of October 31, 2025
Large 94.90%
Mid 4.41%
Small 0.69%
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Region Exposure

% Developed Markets: 46.19%    % Emerging Markets: 51.86%    % Unidentified Markets: 1.95%

Americas 10.13%
2.65%
United States 2.65%
7.48%
Brazil 3.77%
Mexico 2.24%
Peru 0.89%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.28%
United Kingdom 0.38%
3.33%
Greece 1.89%
Ireland 0.87%
Switzerland 0.41%
1.79%
Poland 0.54%
5.78%
Saudi Arabia 1.43%
South Africa 3.53%
United Arab Emirates 0.82%
Greater Asia 76.64%
Japan 0.00%
0.00%
38.43%
Hong Kong 5.70%
Singapore 0.99%
South Korea 11.35%
Taiwan 20.40%
38.21%
China 22.78%
India 10.37%
Indonesia 2.92%
Malaysia 0.33%
Philippines 0.61%
Thailand 1.20%
Unidentified Region 1.95%

Stock Sector Exposure

Cyclical
40.83%
Materials
2.16%
Consumer Discretionary
13.51%
Financials
24.70%
Real Estate
0.45%
Sensitive
48.52%
Communication Services
10.13%
Energy
2.19%
Industrials
6.13%
Information Technology
30.07%
Defensive
6.54%
Consumer Staples
1.89%
Health Care
4.14%
Utilities
0.51%
Not Classified
4.12%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.12%
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