Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.69%
Stock 95.02%
Bond 0.00%
Convertible 0.00%
Preferred 4.29%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 70.42%
Mid 20.96%
Small 8.62%
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Region Exposure

% Developed Markets: 48.78%    % Emerging Markets: 51.22%    % Unidentified Markets: 0.00%

Americas 11.87%
-0.35%
Canada 0.04%
United States -0.39%
12.22%
Brazil 7.11%
Chile 0.73%
Colombia 0.46%
Mexico 2.73%
Peru 1.18%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.43%
United Kingdom 4.02%
2.78%
Greece 0.95%
2.70%
Turkey 1.59%
14.93%
Egypt 1.28%
Saudi Arabia 2.40%
South Africa 8.23%
United Arab Emirates 3.01%
Greater Asia 63.70%
Japan 0.00%
0.00%
39.31%
South Korea 15.95%
Taiwan 23.36%
24.40%
India 16.42%
Indonesia 2.73%
Pakistan 0.96%
Philippines 2.05%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
51.43%
Materials
7.68%
Consumer Discretionary
9.74%
Financials
30.23%
Real Estate
3.78%
Sensitive
41.22%
Communication Services
1.52%
Energy
0.00%
Industrials
4.99%
Information Technology
34.71%
Defensive
7.35%
Consumer Staples
3.10%
Health Care
2.96%
Utilities
1.29%
Not Classified
0.00%
Non Classified Equity
0.00%
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