Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.03%
Stock 94.29%
Bond 1.01%
Convertible 0.00%
Preferred 1.59%
Other 2.08%
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Market Capitalization

As of September 30, 2025
Large 73.44%
Mid 19.60%
Small 6.96%
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Region Exposure

% Developed Markets: 39.24%    % Emerging Markets: 59.44%    % Unidentified Markets: 1.31%

Americas 21.16%
3.68%
Canada 0.28%
United States 3.40%
17.48%
Argentina 0.14%
Brazil 12.12%
Chile 0.30%
Mexico 3.64%
Peru 0.86%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.11%
United Kingdom 1.04%
5.15%
Austria 0.11%
France 0.42%
Greece 1.59%
Ireland 0.80%
Netherlands 0.86%
Switzerland 0.43%
4.16%
Poland 1.85%
Turkey 0.14%
4.75%
Saudi Arabia 1.47%
South Africa 1.52%
United Arab Emirates 1.76%
Greater Asia 62.42%
Japan 0.47%
0.00%
27.14%
Hong Kong 4.26%
Singapore 3.87%
South Korea 8.37%
Taiwan 10.64%
34.81%
China 14.72%
India 14.44%
Indonesia 1.98%
Kazakhstan 0.56%
Malaysia 1.37%
Philippines 0.09%
Thailand 1.66%
Unidentified Region 1.31%

Stock Sector Exposure

Cyclical
38.15%
Materials
4.13%
Consumer Discretionary
11.21%
Financials
21.41%
Real Estate
1.40%
Sensitive
46.46%
Communication Services
9.80%
Energy
3.77%
Industrials
15.11%
Information Technology
17.79%
Defensive
12.21%
Consumer Staples
6.28%
Health Care
2.06%
Utilities
3.87%
Not Classified
3.18%
Non Classified Equity
0.57%
Not Classified - Non Equity
2.61%
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