Asset Allocation

As of September 30, 2025.
Type % Net
Cash 23.51%
Stock 71.35%
Bond 1.97%
Convertible 0.00%
Preferred 1.17%
Other 2.00%
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Market Capitalization

As of September 30, 2025
Large 59.91%
Mid 25.04%
Small 15.05%
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Region Exposure

% Developed Markets: 47.92%    % Emerging Markets: 28.04%    % Unidentified Markets: 24.04%

Americas 21.09%
16.66%
Canada 8.36%
United States 8.29%
4.43%
Brazil 4.01%
Chile 0.42%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.57%
United Kingdom 3.88%
9.27%
France 2.07%
Germany 3.20%
Switzerland 3.36%
5.36%
Russia 5.36%
9.07%
Saudi Arabia 0.24%
South Africa 8.83%
Greater Asia 27.31%
Japan 2.91%
0.98%
Australia 0.98%
16.11%
Hong Kong 3.18%
Singapore 2.52%
South Korea 10.41%
7.31%
China 3.53%
Indonesia 0.25%
Kazakhstan 3.06%
Malaysia 0.03%
Thailand 0.44%
Unidentified Region 24.04%

Stock Sector Exposure

Cyclical
47.52%
Materials
40.19%
Consumer Discretionary
0.88%
Financials
6.18%
Real Estate
0.26%
Sensitive
36.69%
Communication Services
9.95%
Energy
15.75%
Industrials
10.68%
Information Technology
0.31%
Defensive
13.24%
Consumer Staples
6.64%
Health Care
0.23%
Utilities
6.37%
Not Classified
2.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.56%
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