Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.82%
Stock 95.47%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.71%
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Market Capitalization

As of September 30, 2025
Large 89.52%
Mid 8.68%
Small 1.80%
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Region Exposure

% Developed Markets: 46.23%    % Emerging Markets: 50.64%    % Unidentified Markets: 3.13%

Americas 10.21%
0.87%
United States 0.87%
9.35%
Brazil 4.00%
Chile 0.00%
Mexico 1.96%
Peru 1.35%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.30%
United Kingdom 1.57%
4.29%
France 1.67%
Greece 0.27%
Ireland 1.63%
Sweden 0.72%
0.69%
Turkey 0.69%
1.75%
South Africa 1.75%
Greater Asia 78.36%
Japan 0.00%
0.48%
Australia 0.48%
39.03%
Hong Kong 9.36%
Singapore 1.90%
South Korea 10.04%
Taiwan 17.73%
38.85%
China 21.79%
India 15.03%
Indonesia 1.45%
Malaysia 0.21%
Philippines 0.38%
Unidentified Region 3.13%

Stock Sector Exposure

Cyclical
36.54%
Materials
2.74%
Consumer Discretionary
19.50%
Financials
14.31%
Real Estate
0.00%
Sensitive
53.31%
Communication Services
10.54%
Energy
4.10%
Industrials
12.54%
Information Technology
26.13%
Defensive
8.45%
Consumer Staples
5.10%
Health Care
3.34%
Utilities
0.00%
Not Classified
1.70%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.70%
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