Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 99.13%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.87%
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Market Capitalization

As of October 31, 2025
Large 83.15%
Mid 10.78%
Small 6.06%
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Region Exposure

% Developed Markets: 47.74%    % Emerging Markets: 51.39%    % Unidentified Markets: 0.87%

Americas 14.84%
3.15%
United States 3.15%
11.69%
Brazil 5.69%
Mexico 2.55%
Peru 1.09%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.63%
United Kingdom 0.00%
3.71%
Greece 0.66%
Portugal 0.87%
1.53%
Poland 0.65%
Turkey 0.88%
3.38%
South Africa 3.38%
Greater Asia 75.66%
Japan 0.00%
0.00%
39.79%
Hong Kong 4.56%
Singapore 2.34%
South Korea 10.16%
Taiwan 22.73%
35.87%
China 19.92%
India 10.89%
Indonesia 2.39%
Philippines 2.67%
Unidentified Region 0.87%

Stock Sector Exposure

Cyclical
35.04%
Materials
1.04%
Consumer Discretionary
16.29%
Financials
17.70%
Real Estate
0.00%
Sensitive
58.29%
Communication Services
7.07%
Energy
2.75%
Industrials
9.66%
Information Technology
38.81%
Defensive
5.43%
Consumer Staples
2.66%
Health Care
2.11%
Utilities
0.66%
Not Classified
1.25%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.25%
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