Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.17%
Stock 99.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.76%
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Market Capitalization

As of October 31, 2025
Large 94.00%
Mid 5.12%
Small 0.87%
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Region Exposure

% Developed Markets: 43.82%    % Emerging Markets: 56.55%    % Unidentified Markets: -0.37%

Americas 16.91%
2.26%
Canada 0.01%
United States 2.25%
14.65%
Argentina 0.57%
Brazil 8.66%
Mexico 2.64%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.72%
United Kingdom 0.00%
4.21%
Belgium 0.00%
Denmark 0.00%
Finland 0.00%
France 0.00%
Germany 0.00%
Greece 0.64%
Ireland 0.00%
Netherlands 0.00%
Norway 0.00%
Portugal 1.02%
Spain 1.81%
Sweden 0.00%
4.19%
Turkey 3.50%
2.32%
Saudi Arabia 0.69%
South Africa 1.63%
United Arab Emirates 0.00%
Greater Asia 72.73%
Japan 0.00%
0.00%
Australia 0.00%
37.34%
Hong Kong 5.13%
Singapore 3.19%
South Korea 11.03%
Taiwan 17.98%
35.39%
China 21.82%
India 12.66%
Indonesia 0.91%
Unidentified Region -0.37%

Stock Sector Exposure

Cyclical
35.80%
Materials
0.57%
Consumer Discretionary
15.20%
Financials
19.49%
Real Estate
0.54%
Sensitive
59.06%
Communication Services
10.47%
Energy
2.48%
Industrials
16.24%
Information Technology
29.87%
Defensive
5.07%
Consumer Staples
2.55%
Health Care
1.56%
Utilities
0.96%
Not Classified
0.07%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.07%
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