Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.87%
Stock 94.38%
Bond 0.31%
Convertible 0.00%
Preferred 3.73%
Other -0.28%
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Market Capitalization

As of September 30, 2025
Large 74.54%
Mid 15.08%
Small 10.38%
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Region Exposure

% Developed Markets: 43.49%    % Emerging Markets: 56.24%    % Unidentified Markets: 0.27%

Americas 24.60%
4.03%
United States 4.03%
20.56%
Brazil 7.48%
Chile 0.30%
Colombia 0.69%
Mexico 8.55%
Peru 3.54%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.04%
United Kingdom 0.96%
5.31%
Greece 0.57%
Ireland 0.50%
Portugal 0.14%
0.00%
3.77%
Israel 0.08%
Saudi Arabia 0.59%
South Africa 1.16%
United Arab Emirates 1.94%
Greater Asia 65.10%
Japan 0.25%
0.00%
30.92%
Hong Kong 5.92%
Singapore 3.01%
South Korea 12.44%
Taiwan 9.56%
33.92%
China 27.50%
India 5.11%
Indonesia 0.01%
Philippines 0.00%
Thailand 1.31%
Unidentified Region 0.27%

Stock Sector Exposure

Cyclical
35.80%
Materials
7.14%
Consumer Discretionary
10.13%
Financials
18.14%
Real Estate
0.38%
Sensitive
44.52%
Communication Services
18.06%
Energy
1.00%
Industrials
6.94%
Information Technology
18.52%
Defensive
18.67%
Consumer Staples
9.57%
Health Care
8.53%
Utilities
0.57%
Not Classified
1.02%
Non Classified Equity
0.42%
Not Classified - Non Equity
0.60%
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