Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.13%
Stock 94.57%
Bond 0.00%
Convertible 0.00%
Preferred 2.62%
Other -1.31%
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Market Capitalization

As of September 30, 2025
Large 73.54%
Mid 16.95%
Small 9.52%
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Region Exposure

% Developed Markets: 62.95%    % Emerging Markets: 37.86%    % Unidentified Markets: -0.81%

Americas 20.13%
7.54%
Canada 3.41%
United States 4.13%
12.59%
Brazil 6.21%
Mexico 3.20%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.86%
United Kingdom 0.00%
2.92%
Netherlands 2.35%
0.00%
2.94%
United Arab Emirates 2.94%
Greater Asia 74.82%
Japan 0.00%
1.22%
Australia 1.22%
47.49%
Singapore 5.81%
South Korea 19.06%
Taiwan 22.62%
26.12%
India 18.99%
Kazakhstan 1.71%
Philippines 1.10%
Unidentified Region -0.81%

Stock Sector Exposure

Cyclical
38.40%
Materials
3.50%
Consumer Discretionary
12.37%
Financials
16.83%
Real Estate
5.69%
Sensitive
56.28%
Communication Services
1.50%
Energy
5.15%
Industrials
10.59%
Information Technology
39.05%
Defensive
2.35%
Consumer Staples
1.45%
Health Care
0.91%
Utilities
0.00%
Not Classified
2.96%
Non Classified Equity
2.96%
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