Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.15%
Stock 99.13%
Bond 0.00%
Convertible 0.00%
Preferred 1.02%
Other -0.29%
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Market Capitalization

As of September 30, 2025
Large 64.97%
Mid 17.27%
Small 17.75%
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Region Exposure

% Developed Markets: 49.84%    % Emerging Markets: 50.45%    % Unidentified Markets: -0.29%

Americas 13.69%
7.35%
United States 7.35%
6.34%
Argentina 0.37%
Brazil 5.90%
Chile 0.08%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.30%
United Kingdom 0.60%
4.54%
Greece 1.76%
4.02%
Turkey 2.12%
0.14%
Saudi Arabia 0.06%
South Africa 0.08%
Greater Asia 77.29%
Japan 0.00%
0.00%
37.34%
Hong Kong 5.68%
South Korea 13.96%
Taiwan 17.70%
39.95%
China 19.39%
India 17.44%
Indonesia 0.77%
Kazakhstan 0.09%
Philippines 0.53%
Unidentified Region -0.29%

Stock Sector Exposure

Cyclical
41.56%
Materials
0.00%
Consumer Discretionary
18.99%
Financials
20.06%
Real Estate
2.51%
Sensitive
51.60%
Communication Services
3.73%
Energy
0.00%
Industrials
17.19%
Information Technology
30.68%
Defensive
6.75%
Consumer Staples
0.05%
Health Care
5.06%
Utilities
1.64%
Not Classified
0.09%
Non Classified Equity
0.09%
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