Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.74%
Stock 95.87%
Bond 0.00%
Convertible 0.00%
Preferred 2.28%
Other 0.11%
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Market Capitalization

As of October 31, 2025
Large 89.18%
Mid 9.17%
Small 1.65%
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Region Exposure

% Developed Markets: 50.78%    % Emerging Markets: 49.51%    % Unidentified Markets: -0.28%

Americas 13.20%
2.82%
Canada 0.62%
United States 2.20%
10.38%
Brazil 8.22%
Chile 0.01%
Colombia 0.15%
Mexico 0.75%
Peru 0.80%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.25%
United Kingdom 0.10%
2.47%
Austria 0.49%
Belgium 0.00%
Germany 0.19%
Greece 0.98%
Ireland 0.10%
Netherlands 0.69%
Switzerland 0.02%
3.00%
Czech Republic 0.00%
Poland 0.13%
Russia 0.01%
Turkey 0.63%
4.68%
Egypt 0.00%
Qatar 0.04%
Saudi Arabia 1.30%
South Africa 0.80%
United Arab Emirates 2.53%
Greater Asia 76.84%
Japan 0.00%
0.00%
Australia 0.00%
42.60%
Hong Kong 7.98%
Singapore 1.31%
South Korea 14.80%
Taiwan 18.51%
34.23%
China 20.35%
India 7.86%
Indonesia 2.24%
Kazakhstan 0.32%
Malaysia 0.02%
Philippines 0.28%
Thailand 2.54%
Unidentified Region -0.28%

Stock Sector Exposure

Cyclical
40.96%
Materials
4.11%
Consumer Discretionary
14.35%
Financials
20.12%
Real Estate
2.38%
Sensitive
49.60%
Communication Services
10.22%
Energy
1.72%
Industrials
11.03%
Information Technology
26.63%
Defensive
9.07%
Consumer Staples
4.04%
Health Care
2.60%
Utilities
2.43%
Not Classified
0.36%
Non Classified Equity
0.36%
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