Asset Allocation

As of October 31, 2025.
Type % Net
Cash -2.87%
Stock 97.11%
Bond 3.77%
Convertible 0.00%
Preferred 0.00%
Other 1.99%
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Market Capitalization

As of October 31, 2025
Large 89.40%
Mid 8.95%
Small 1.66%
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Region Exposure

% Developed Markets: 42.25%    % Emerging Markets: 51.90%    % Unidentified Markets: 5.85%

Americas 9.37%
1.25%
Canada 3.85%
United States -2.60%
8.12%
Brazil 1.56%
Mexico 3.96%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.69%
United Kingdom 0.01%
0.61%
Greece 0.44%
5.09%
Poland 2.15%
Russia 0.00%
Turkey 0.91%
2.99%
Saudi Arabia 0.38%
South Africa 1.16%
United Arab Emirates 1.45%
Greater Asia 76.09%
Japan 0.00%
0.00%
36.33%
Hong Kong 8.98%
Singapore 0.44%
South Korea 8.78%
Taiwan 18.12%
39.76%
China 22.78%
India 14.21%
Indonesia 1.48%
Philippines 0.43%
Thailand 0.27%
Unidentified Region 5.85%

Stock Sector Exposure

Cyclical
43.12%
Materials
7.63%
Consumer Discretionary
10.64%
Financials
22.22%
Real Estate
2.64%
Sensitive
45.06%
Communication Services
10.03%
Energy
1.03%
Industrials
10.32%
Information Technology
23.68%
Defensive
4.35%
Consumer Staples
2.46%
Health Care
1.89%
Utilities
0.00%
Not Classified
7.47%
Non Classified Equity
0.69%
Not Classified - Non Equity
6.78%
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