Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.77%
Stock 99.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.12%
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Market Capitalization

As of October 31, 2025
Large 89.93%
Mid 6.94%
Small 3.13%
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Region Exposure

% Developed Markets: 19.80%    % Emerging Markets: 79.89%    % Unidentified Markets: 0.31%

Americas 0.00%
0.00%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.12%
United Kingdom 0.00%
3.12%
Ireland 3.12%
0.00%
0.00%
Greater Asia 96.56%
Japan 0.00%
0.84%
Australia 0.84%
15.84%
Hong Kong 14.95%
Singapore 0.88%
79.89%
China 79.89%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
55.26%
Materials
4.36%
Consumer Discretionary
25.60%
Financials
22.40%
Real Estate
2.91%
Sensitive
39.44%
Communication Services
16.14%
Energy
1.52%
Industrials
12.18%
Information Technology
9.60%
Defensive
4.72%
Consumer Staples
0.97%
Health Care
3.75%
Utilities
0.00%
Not Classified
0.58%
Non Classified Equity
0.58%
Not Classified - Non Equity
0.00%
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