Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.93%
Stock 97.67%
Bond 1.41%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 85.60%
Mid 13.15%
Small 1.26%
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Region Exposure

% Developed Markets: 43.98%    % Emerging Markets: 55.10%    % Unidentified Markets: 0.93%

Americas 11.07%
1.96%
United States 1.96%
9.12%
Brazil 4.34%
Colombia 0.55%
Mexico 3.49%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.26%
United Kingdom 0.00%
4.37%
Switzerland 0.89%
0.00%
8.89%
Egypt 1.39%
Saudi Arabia 2.14%
South Africa 2.56%
United Arab Emirates 1.47%
Greater Asia 74.74%
Japan 0.00%
0.00%
36.18%
Hong Kong 6.65%
Singapore 3.65%
South Korea 7.56%
Taiwan 18.32%
38.56%
China 18.47%
India 14.59%
Indonesia 2.69%
Kazakhstan 0.80%
Thailand 0.47%
Unidentified Region 0.93%

Stock Sector Exposure

Cyclical
43.72%
Materials
0.85%
Consumer Discretionary
20.52%
Financials
20.88%
Real Estate
1.47%
Sensitive
47.17%
Communication Services
8.34%
Energy
1.79%
Industrials
10.76%
Information Technology
26.27%
Defensive
5.89%
Consumer Staples
4.56%
Health Care
1.33%
Utilities
0.00%
Not Classified
3.22%
Non Classified Equity
0.80%
Not Classified - Non Equity
2.42%
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