Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.49%
Stock 92.99%
Bond 0.00%
Convertible 0.00%
Preferred 6.32%
Other 0.21%
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Market Capitalization

As of September 30, 2025
Large 93.53%
Mid 5.69%
Small 0.78%
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Region Exposure

% Developed Markets: 43.54%    % Emerging Markets: 56.62%    % Unidentified Markets: -0.17%

Americas 14.94%
2.11%
Canada 1.38%
United States 0.73%
12.83%
Brazil 7.82%
Mexico 3.97%
Peru 1.04%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.33%
United Kingdom 1.01%
2.67%
Finland 1.74%
Portugal 0.93%
0.00%
9.65%
Saudi Arabia 4.91%
South Africa 1.25%
United Arab Emirates 3.50%
Greater Asia 71.89%
Japan 0.00%
0.00%
34.25%
Hong Kong 9.08%
South Korea 10.30%
Taiwan 14.87%
37.64%
China 19.89%
India 9.39%
Indonesia 4.46%
Kazakhstan 0.61%
Malaysia 1.65%
Philippines 1.64%
Unidentified Region -0.17%

Stock Sector Exposure

Cyclical
42.52%
Materials
5.22%
Consumer Discretionary
13.72%
Financials
22.56%
Real Estate
1.02%
Sensitive
46.92%
Communication Services
12.21%
Energy
6.60%
Industrials
7.06%
Information Technology
21.06%
Defensive
9.94%
Consumer Staples
7.20%
Health Care
1.28%
Utilities
1.46%
Not Classified
0.62%
Non Classified Equity
0.62%
Not Classified - Non Equity
0.00%
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