Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.97%
Stock 90.52%
Bond 1.36%
Convertible 0.00%
Preferred 0.64%
Other 5.52%
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Market Capitalization

As of September 30, 2025
Large 78.25%
Mid 16.07%
Small 5.68%
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Region Exposure

% Developed Markets: 1.90%    % Emerging Markets: 95.50%    % Unidentified Markets: 2.60%

Americas 96.65%
1.15%
United States 1.15%
95.50%
Argentina 0.21%
Brazil 59.76%
Chile 3.03%
Mexico 25.62%
Peru 4.37%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.75%
United Kingdom 0.00%
0.75%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.60%

Stock Sector Exposure

Cyclical
56.65%
Materials
15.73%
Consumer Discretionary
3.78%
Financials
34.66%
Real Estate
2.48%
Sensitive
20.72%
Communication Services
0.00%
Energy
7.65%
Industrials
11.27%
Information Technology
1.80%
Defensive
19.32%
Consumer Staples
14.05%
Health Care
2.85%
Utilities
2.43%
Not Classified
3.30%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.30%
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