Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.81%
Stock 98.01%
Bond 0.00%
Convertible 0.00%
Preferred 1.12%
Other 0.06%
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Market Capitalization

As of October 31, 2025
Large 92.61%
Mid 6.27%
Small 1.12%
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Region Exposure

% Developed Markets: 49.62%    % Emerging Markets: 49.97%    % Unidentified Markets: 0.40%

Americas 12.98%
1.19%
Canada 0.63%
United States 0.56%
11.79%
Brazil 5.62%
Chile 0.25%
Mexico 3.32%
Peru 0.62%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.66%
United Kingdom 0.22%
3.17%
Germany 0.30%
Greece 0.28%
Netherlands 1.59%
Spain 0.82%
Switzerland 0.18%
0.87%
Turkey 0.33%
5.40%
Qatar 0.40%
Saudi Arabia 1.43%
South Africa 2.64%
United Arab Emirates 0.74%
Greater Asia 76.95%
Japan 0.00%
0.00%
42.58%
Hong Kong 6.61%
Singapore 0.77%
South Korea 15.16%
Taiwan 20.05%
34.37%
China 18.21%
India 13.71%
Indonesia 1.44%
Philippines 0.40%
Thailand 0.60%
Unidentified Region 0.40%

Stock Sector Exposure

Cyclical
39.55%
Materials
3.07%
Consumer Discretionary
12.48%
Financials
23.30%
Real Estate
0.70%
Sensitive
52.09%
Communication Services
9.77%
Energy
1.39%
Industrials
6.13%
Information Technology
34.80%
Defensive
8.29%
Consumer Staples
4.70%
Health Care
2.75%
Utilities
0.84%
Not Classified
0.07%
Non Classified Equity
0.07%
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