Asset Allocation

As of September 30, 2025.
Type % Net
Cash 13.71%
Stock 80.98%
Bond 2.14%
Convertible 0.00%
Preferred 1.27%
Other 1.91%
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Market Capitalization

As of September 30, 2025
Large 41.21%
Mid 21.47%
Small 37.32%
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Region Exposure

% Developed Markets: 58.41%    % Emerging Markets: 25.96%    % Unidentified Markets: 15.63%

Americas 28.85%
22.26%
Canada 11.90%
United States 10.36%
6.59%
Argentina 0.50%
Brazil 3.68%
Chile 1.28%
Mexico 0.56%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.77%
United Kingdom 3.02%
8.75%
France 3.27%
Germany 3.00%
Switzerland 1.57%
2.87%
Russia 2.87%
8.13%
Saudi Arabia 0.23%
South Africa 7.82%
Greater Asia 32.75%
Japan 3.73%
2.12%
Australia 2.12%
19.03%
Hong Kong 3.04%
Singapore 2.74%
South Korea 13.25%
7.87%
China 3.44%
Indonesia 0.58%
Kazakhstan 2.29%
Malaysia 0.73%
Philippines 0.25%
Thailand 0.37%
Unidentified Region 15.63%

Stock Sector Exposure

Cyclical
44.63%
Materials
35.46%
Consumer Discretionary
3.20%
Financials
5.64%
Real Estate
0.33%
Sensitive
35.35%
Communication Services
9.69%
Energy
14.62%
Industrials
10.91%
Information Technology
0.12%
Defensive
17.69%
Consumer Staples
8.16%
Health Care
3.85%
Utilities
5.68%
Not Classified
2.34%
Non Classified Equity
1.25%
Not Classified - Non Equity
1.08%
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