Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.25%
Stock 88.52%
Bond 0.37%
Convertible 0.00%
Preferred 8.30%
Other 2.56%
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Market Capitalization

As of September 30, 2025
Large 91.77%
Mid 7.15%
Small 1.07%
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Region Exposure

% Developed Markets: 41.67%    % Emerging Markets: 58.47%    % Unidentified Markets: -0.14%

Americas 14.85%
0.37%
United States 0.37%
14.48%
Brazil 5.54%
Mexico 6.37%
Peru 0.89%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.38%
United Kingdom 1.84%
5.35%
Greece 3.97%
Netherlands 0.87%
0.57%
Poland 0.57%
1.63%
Saudi Arabia 0.98%
United Arab Emirates 0.65%
Greater Asia 75.91%
Japan 0.00%
0.00%
33.47%
Hong Kong 2.74%
Singapore 5.45%
South Korea 8.89%
Taiwan 16.39%
42.44%
China 21.42%
India 17.08%
Indonesia 3.94%
Unidentified Region -0.14%

Stock Sector Exposure

Cyclical
38.93%
Materials
1.89%
Consumer Discretionary
16.28%
Financials
20.76%
Real Estate
0.00%
Sensitive
52.98%
Communication Services
10.74%
Energy
1.65%
Industrials
11.68%
Information Technology
28.90%
Defensive
7.46%
Consumer Staples
5.39%
Health Care
2.07%
Utilities
0.00%
Not Classified
0.63%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.63%
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