Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.25%
Stock 96.26%
Bond 1.33%
Convertible 0.00%
Preferred 0.77%
Other 1.40%
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Market Capitalization

As of September 30, 2025
Large 90.95%
Mid 7.97%
Small 1.08%
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Region Exposure

% Developed Markets: 43.58%    % Emerging Markets: 54.77%    % Unidentified Markets: 1.65%

Americas 21.00%
3.54%
Canada 0.00%
United States 3.54%
17.46%
Brazil 7.75%
Mexico 5.80%
Peru 3.53%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.80%
United Kingdom 0.72%
4.45%
Austria 0.33%
Germany 0.09%
Greece 1.58%
Ireland 1.07%
Netherlands 0.49%
Switzerland 0.00%
1.59%
Poland 0.08%
Turkey 0.68%
11.04%
Egypt 0.72%
Saudi Arabia 0.78%
South Africa 6.01%
United Arab Emirates 3.54%
Greater Asia 59.55%
Japan 0.00%
0.00%
Australia 0.00%
31.33%
Hong Kong 3.55%
Singapore 1.17%
South Korea 12.33%
Taiwan 14.29%
28.22%
China 15.27%
India 10.28%
Indonesia 1.34%
Malaysia 0.47%
Philippines 0.19%
Thailand 0.68%
Unidentified Region 1.65%

Stock Sector Exposure

Cyclical
44.40%
Materials
7.03%
Consumer Discretionary
14.77%
Financials
19.90%
Real Estate
2.70%
Sensitive
45.51%
Communication Services
11.51%
Energy
1.97%
Industrials
7.88%
Information Technology
24.14%
Defensive
7.69%
Consumer Staples
6.22%
Health Care
1.25%
Utilities
0.23%
Not Classified
2.40%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.39%
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