Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.02%
Stock 87.29%
Bond 0.00%
Convertible 0.00%
Preferred 10.06%
Other 2.67%
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Market Capitalization

As of October 31, 2025
Large 92.04%
Mid 6.87%
Small 1.09%
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Region Exposure

% Developed Markets: 43.77%    % Emerging Markets: 56.46%    % Unidentified Markets: -0.23%

Americas 14.08%
-0.10%
Canada 0.27%
United States -0.37%
14.18%
Brazil 5.97%
Mexico 6.31%
Peru 0.87%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.93%
United Kingdom 1.51%
5.40%
France 0.76%
Greece 3.72%
Netherlands 0.39%
0.56%
Poland 0.56%
1.45%
Saudi Arabia 0.90%
United Arab Emirates 0.55%
Greater Asia 77.22%
Japan 0.00%
0.00%
36.41%
Hong Kong 2.68%
Singapore 5.42%
South Korea 11.56%
Taiwan 16.75%
40.82%
China 20.80%
India 15.82%
Indonesia 4.19%
Unidentified Region -0.23%

Stock Sector Exposure

Cyclical
36.87%
Materials
1.55%
Consumer Discretionary
15.02%
Financials
20.30%
Real Estate
0.00%
Sensitive
55.93%
Communication Services
10.03%
Energy
0.83%
Industrials
13.24%
Information Technology
31.82%
Defensive
7.20%
Consumer Staples
5.27%
Health Care
1.93%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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