Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.08%
Stock 91.53%
Bond 0.00%
Convertible 0.00%
Preferred 2.38%
Other 1.01%
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Market Capitalization

As of October 31, 2025
Large 86.79%
Mid 10.80%
Small 2.41%
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Region Exposure

% Developed Markets: 47.92%    % Emerging Markets: 52.27%    % Unidentified Markets: -0.19%

Americas 16.07%
6.00%
Canada 1.74%
United States 4.27%
10.07%
Brazil 6.21%
Chile 0.92%
Colombia 0.05%
Mexico 2.47%
Peru 0.12%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.03%
United Kingdom 1.21%
2.26%
Greece 1.06%
Ireland 0.22%
Netherlands 0.10%
Portugal 0.63%
Switzerland 0.07%
1.49%
Poland 0.45%
Turkey 0.47%
8.06%
Qatar 0.14%
Saudi Arabia 1.56%
South Africa 4.62%
United Arab Emirates 1.52%
Greater Asia 71.09%
Japan 0.23%
0.00%
36.14%
Hong Kong 5.56%
Singapore 0.52%
South Korea 13.48%
Taiwan 16.41%
34.72%
China 17.19%
India 12.44%
Indonesia 2.02%
Kazakhstan 0.04%
Malaysia 0.46%
Philippines 0.56%
Thailand 1.50%
Unidentified Region -0.19%

Stock Sector Exposure

Cyclical
46.78%
Materials
4.36%
Consumer Discretionary
16.04%
Financials
24.01%
Real Estate
2.36%
Sensitive
41.78%
Communication Services
6.71%
Energy
2.73%
Industrials
9.00%
Information Technology
23.34%
Defensive
11.30%
Consumer Staples
7.72%
Health Care
2.69%
Utilities
0.89%
Not Classified
0.14%
Non Classified Equity
0.14%
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