Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.38%
Stock 100.3%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.70%
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Market Capitalization

As of October 31, 2025
Large 33.83%
Mid 35.43%
Small 30.74%
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Region Exposure

% Developed Markets: 42.50%    % Emerging Markets: 57.94%    % Unidentified Markets: -0.44%

Americas 14.44%
4.01%
Canada 0.51%
United States 3.50%
10.44%
Argentina 1.50%
Brazil 7.05%
Chile 0.11%
Mexico 1.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.57%
United Kingdom 1.44%
4.80%
Greece 1.49%
2.18%
Russia 0.01%
Turkey 1.21%
2.16%
Saudi Arabia 0.28%
South Africa 1.87%
Greater Asia 75.43%
Japan 0.00%
0.00%
32.26%
Hong Kong 1.06%
South Korea 12.94%
Taiwan 18.25%
43.17%
China 9.44%
India 26.85%
Indonesia 1.08%
Philippines 1.39%
Unidentified Region -0.44%

Stock Sector Exposure

Cyclical
39.16%
Materials
0.51%
Consumer Discretionary
19.08%
Financials
17.07%
Real Estate
2.50%
Sensitive
46.40%
Communication Services
3.47%
Energy
2.54%
Industrials
15.66%
Information Technology
24.74%
Defensive
13.18%
Consumer Staples
4.36%
Health Care
8.82%
Utilities
0.00%
Not Classified
1.26%
Non Classified Equity
1.26%
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