Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.02%
Stock 97.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 88.71%
Mid 8.24%
Small 3.04%
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Region Exposure

% Developed Markets: 46.68%    % Emerging Markets: 53.45%    % Unidentified Markets: -0.13%

Americas 18.58%
2.11%
Canada 2.11%
16.46%
Brazil 5.30%
Mexico 4.88%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.13%
United Kingdom 0.00%
1.13%
0.00%
0.00%
Greater Asia 80.43%
Japan 0.00%
0.00%
43.44%
Hong Kong 11.30%
Singapore 8.93%
South Korea 9.09%
Taiwan 14.11%
36.99%
China 17.91%
India 12.83%
Indonesia 2.29%
Philippines 1.48%
Thailand 2.48%
Unidentified Region -0.13%

Stock Sector Exposure

Cyclical
48.27%
Materials
1.88%
Consumer Discretionary
24.16%
Financials
20.72%
Real Estate
1.51%
Sensitive
41.98%
Communication Services
9.38%
Energy
0.00%
Industrials
5.31%
Information Technology
27.29%
Defensive
9.75%
Consumer Staples
8.92%
Health Care
0.83%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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