Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.92%
Stock 92.95%
Bond 1.12%
Convertible 0.00%
Preferred 0.93%
Other 3.08%
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Market Capitalization

As of September 30, 2025
Large 88.88%
Mid 9.92%
Small 1.21%
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Region Exposure

% Developed Markets: 41.50%    % Emerging Markets: 55.59%    % Unidentified Markets: 2.91%

Americas 13.77%
2.16%
United States 2.16%
11.61%
Argentina 0.27%
Brazil 6.67%
Chile 1.04%
Mexico 3.63%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.80%
United Kingdom 0.00%
5.84%
Ireland 1.85%
Netherlands 2.93%
3.02%
Poland 1.21%
Turkey 0.47%
4.94%
Saudi Arabia 2.06%
South Africa 1.72%
United Arab Emirates 1.16%
Greater Asia 69.52%
Japan 0.00%
0.00%
32.33%
Hong Kong 8.15%
Singapore 2.38%
South Korea 10.94%
Taiwan 10.85%
37.18%
China 19.18%
India 12.28%
Indonesia 1.46%
Malaysia 1.68%
Thailand 2.58%
Unidentified Region 2.91%

Stock Sector Exposure

Cyclical
50.81%
Materials
7.76%
Consumer Discretionary
17.30%
Financials
23.34%
Real Estate
2.42%
Sensitive
42.86%
Communication Services
5.96%
Energy
4.95%
Industrials
9.29%
Information Technology
22.67%
Defensive
3.20%
Consumer Staples
0.00%
Health Care
1.67%
Utilities
1.53%
Not Classified
3.13%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.13%
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