Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.46%
Stock 97.94%
Bond 0.00%
Convertible 0.00%
Preferred 1.18%
Other -0.59%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 30.89%
Mid 33.37%
Small 35.74%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 39.60%    % Emerging Markets: 60.52%    % Unidentified Markets: -0.12%

Americas 16.88%
0.97%
United States 0.97%
15.91%
Brazil 4.08%
Mexico 9.99%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.90%
United Kingdom 0.00%
0.83%
Greece 0.83%
4.41%
Poland 4.41%
2.67%
Saudi Arabia 0.89%
United Arab Emirates 1.78%
Greater Asia 75.34%
Japan 0.00%
0.00%
34.18%
Hong Kong 4.62%
Singapore 1.55%
South Korea 11.37%
Taiwan 16.64%
41.16%
China 9.12%
India 18.15%
Indonesia 4.91%
Malaysia 1.53%
Philippines 3.73%
Unidentified Region -0.12%

Stock Sector Exposure

Cyclical
35.17%
Materials
5.25%
Consumer Discretionary
14.93%
Financials
13.67%
Real Estate
1.33%
Sensitive
42.78%
Communication Services
1.67%
Energy
0.00%
Industrials
14.48%
Information Technology
26.62%
Defensive
19.48%
Consumer Staples
14.77%
Health Care
4.71%
Utilities
0.00%
Not Classified
2.57%
Non Classified Equity
2.57%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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