Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.96%
Stock 98.18%
Bond 0.00%
Convertible 0.00%
Preferred 0.50%
Other -0.64%
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Market Capitalization

As of October 31, 2025
Large 93.30%
Mid 4.68%
Small 2.02%
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Region Exposure

% Developed Markets: 56.01%    % Emerging Markets: 44.63%    % Unidentified Markets: -0.64%

Americas -0.00%
-0.00%
Canada -0.02%
United States 0.02%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.87%
United Kingdom 0.00%
1.87%
Ireland 1.87%
0.00%
0.00%
Greater Asia 98.78%
Japan 0.00%
10.24%
Australia 9.38%
43.90%
Hong Kong 9.04%
Singapore 3.18%
South Korea 13.74%
Taiwan 17.95%
44.63%
China 23.67%
India 16.92%
Indonesia 1.82%
Philippines 1.11%
Thailand 1.11%
Unidentified Region -0.64%

Stock Sector Exposure

Cyclical
35.16%
Materials
3.73%
Consumer Discretionary
11.21%
Financials
18.88%
Real Estate
1.34%
Sensitive
55.64%
Communication Services
15.98%
Energy
0.92%
Industrials
6.28%
Information Technology
32.45%
Defensive
9.20%
Consumer Staples
3.51%
Health Care
5.69%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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