Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.46%
Stock 97.80%
Bond 0.20%
Convertible 0.00%
Preferred 1.82%
Other -0.29%
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Market Capitalization

As of September 30, 2025
Large 90.79%
Mid 8.79%
Small 0.42%
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Region Exposure

% Developed Markets: 40.06%    % Emerging Markets: 60.42%    % Unidentified Markets: -0.48%

Americas 10.12%
0.74%
Canada 0.00%
United States 0.73%
9.38%
Brazil 3.73%
Chile 1.66%
Colombia 0.84%
Mexico 2.65%
Peru 0.32%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.89%
United Kingdom 0.00%
1.37%
Belgium 0.00%
Greece 0.01%
Ireland 0.95%
Netherlands 0.09%
Spain 0.00%
Switzerland 0.26%
4.56%
Czech Republic 0.79%
Poland 2.13%
Turkey 0.75%
9.96%
Egypt 0.44%
Qatar 1.02%
Saudi Arabia 2.54%
South Africa 3.99%
United Arab Emirates 1.96%
Greater Asia 74.47%
Japan 0.00%
0.06%
Australia 0.06%
34.71%
Hong Kong 5.95%
Singapore 0.36%
South Korea 12.51%
Taiwan 15.89%
39.69%
China 26.16%
India 12.35%
Indonesia 0.62%
Malaysia 0.03%
Philippines 0.04%
Thailand 0.49%
Unidentified Region -0.48%

Stock Sector Exposure

Cyclical
47.53%
Materials
4.30%
Consumer Discretionary
13.57%
Financials
29.09%
Real Estate
0.57%
Sensitive
42.90%
Communication Services
12.50%
Energy
3.19%
Industrials
4.23%
Information Technology
22.98%
Defensive
9.20%
Consumer Staples
5.02%
Health Care
3.20%
Utilities
0.99%
Not Classified
0.36%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.36%
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