Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.28%
Stock 97.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of September 30, 2025
Large 93.43%
Mid 5.47%
Small 1.11%
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Region Exposure

% Developed Markets: 34.77%    % Emerging Markets: 62.82%    % Unidentified Markets: 2.41%

Americas 28.39%
0.00%
28.39%
Brazil 5.56%
Mexico 19.16%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.59%
United Kingdom 0.00%
0.31%
4.70%
Poland 4.70%
0.58%
South Africa 0.58%
Greater Asia 63.61%
Japan 0.00%
0.00%
34.47%
Hong Kong 2.07%
South Korea 18.88%
Taiwan 13.52%
29.14%
China 0.35%
India 22.40%
Indonesia 4.54%
Philippines 1.85%
Unidentified Region 2.41%

Stock Sector Exposure

Cyclical
33.06%
Materials
0.00%
Consumer Discretionary
15.33%
Financials
15.75%
Real Estate
1.99%
Sensitive
48.86%
Communication Services
10.67%
Energy
0.00%
Industrials
9.36%
Information Technology
28.84%
Defensive
18.07%
Consumer Staples
12.98%
Health Care
4.90%
Utilities
0.19%
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