Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.48%
Stock 91.90%
Bond 3.33%
Convertible 0.00%
Preferred 1.08%
Other 0.20%
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Market Capitalization

As of October 31, 2025
Large 81.54%
Mid 13.48%
Small 4.98%
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Region Exposure

% Developed Markets: 55.42%    % Emerging Markets: 42.07%    % Unidentified Markets: 2.51%

Americas 21.60%
9.90%
Canada 5.06%
United States 4.84%
11.70%
Brazil 6.43%
Mexico 2.77%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.60%
United Kingdom 0.58%
0.64%
Greece 0.46%
6.86%
Poland 3.66%
Turkey 1.39%
3.52%
Saudi Arabia 1.45%
South Africa 1.21%
United Arab Emirates 0.86%
Greater Asia 64.29%
Japan 0.00%
0.00%
40.94%
Singapore 0.41%
South Korea 13.59%
Taiwan 26.94%
23.35%
India 18.25%
Indonesia 1.70%
Malaysia 1.98%
Philippines 0.70%
Thailand 0.74%
Unidentified Region 2.51%

Stock Sector Exposure

Cyclical
43.70%
Materials
6.90%
Consumer Discretionary
13.16%
Financials
21.45%
Real Estate
2.20%
Sensitive
43.21%
Communication Services
1.07%
Energy
1.56%
Industrials
5.33%
Information Technology
35.25%
Defensive
6.80%
Consumer Staples
3.37%
Health Care
3.43%
Utilities
0.00%
Not Classified
6.29%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.29%
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