Asset Allocation

As of September 30, 2025.
Type % Net
Cash -3.59%
Stock 91.36%
Bond 2.17%
Convertible 0.00%
Preferred 1.83%
Other 8.23%
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Market Capitalization

As of September 30, 2025
Large 92.23%
Mid 6.54%
Small 1.24%
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Region Exposure

% Developed Markets: 46.56%    % Emerging Markets: 51.81%    % Unidentified Markets: 1.63%

Americas 13.99%
5.77%
Canada 0.39%
United States 5.38%
8.22%
Brazil 3.64%
Chile 0.29%
Mexico 2.84%
Peru 0.84%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.15%
United Kingdom 2.59%
1.25%
Greece 0.42%
Ireland 0.58%
Netherlands 0.17%
1.67%
Poland 0.75%
Turkey 0.61%
5.65%
Qatar 0.24%
Saudi Arabia 1.95%
South Africa 2.54%
United Arab Emirates 0.93%
Greater Asia 73.22%
Japan 0.00%
0.04%
Australia 0.04%
35.74%
Hong Kong 7.51%
Singapore 0.47%
South Korea 10.33%
Taiwan 17.44%
37.44%
China 19.92%
India 14.37%
Indonesia 1.71%
Kazakhstan 0.35%
Malaysia 0.20%
Philippines 0.10%
Thailand 0.79%
Unidentified Region 1.63%

Stock Sector Exposure

Cyclical
44.15%
Materials
4.38%
Consumer Discretionary
14.34%
Financials
23.14%
Real Estate
2.28%
Sensitive
43.51%
Communication Services
9.45%
Energy
1.57%
Industrials
5.49%
Information Technology
27.00%
Defensive
8.22%
Consumer Staples
5.00%
Health Care
2.69%
Utilities
0.53%
Not Classified
4.12%
Non Classified Equity
0.37%
Not Classified - Non Equity
3.74%
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