Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.61%
Stock 93.96%
Bond 0.00%
Convertible 0.00%
Preferred 2.28%
Other 3.15%
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Market Capitalization

As of September 30, 2025
Large 65.26%
Mid 21.26%
Small 13.48%
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Region Exposure

% Developed Markets: 39.17%    % Emerging Markets: 58.65%    % Unidentified Markets: 2.17%

Americas 8.27%
-1.08%
United States -1.08%
9.35%
Brazil 4.76%
Chile 0.31%
Colombia 0.00%
Mexico 3.34%
Peru 0.30%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.97%
United Kingdom 0.00%
0.88%
Greece 0.88%
2.62%
Poland 1.03%
Turkey 0.43%
8.48%
Egypt 0.07%
Saudi Arabia 2.86%
South Africa 3.97%
United Arab Emirates 1.28%
Greater Asia 77.59%
Japan 0.00%
0.00%
37.16%
Hong Kong 6.97%
Singapore 0.47%
South Korea 12.21%
Taiwan 17.51%
40.42%
China 21.15%
India 14.30%
Indonesia 1.87%
Malaysia 0.83%
Philippines 0.30%
Thailand 1.97%
Unidentified Region 2.17%

Stock Sector Exposure

Cyclical
48.77%
Materials
7.93%
Consumer Discretionary
13.65%
Financials
26.19%
Real Estate
0.99%
Sensitive
44.90%
Communication Services
8.68%
Energy
6.00%
Industrials
7.82%
Information Technology
22.40%
Defensive
6.34%
Consumer Staples
2.62%
Health Care
1.52%
Utilities
2.20%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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