Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.90%
Stock 99.78%
Bond 0.00%
Convertible 0.00%
Preferred 1.12%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 86.00%
Mid 10.03%
Small 3.97%
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Region Exposure

% Developed Markets: 38.85%    % Emerging Markets: 61.14%    % Unidentified Markets: 0.01%

Americas 6.00%
-0.37%
Canada 0.53%
United States -0.90%
6.36%
Brazil 3.22%
Mexico 1.74%
Peru 0.79%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.27%
United Kingdom 0.00%
2.62%
Greece 1.95%
1.73%
Poland 1.11%
Turkey 0.62%
6.92%
Saudi Arabia 3.66%
South Africa 2.38%
United Arab Emirates 0.88%
Greater Asia 82.73%
Japan 0.00%
0.00%
35.72%
Hong Kong 6.27%
Singapore 0.45%
South Korea 11.42%
Taiwan 17.59%
47.01%
China 26.62%
India 17.29%
Indonesia 1.25%
Philippines 1.05%
Thailand 0.80%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
44.32%
Materials
4.81%
Consumer Discretionary
15.57%
Financials
22.22%
Real Estate
1.72%
Sensitive
46.08%
Communication Services
11.30%
Energy
0.00%
Industrials
5.31%
Information Technology
29.48%
Defensive
9.59%
Consumer Staples
4.98%
Health Care
4.61%
Utilities
0.00%
Not Classified
0.01%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.00%
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