Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.19%
Stock 96.96%
Bond 0.00%
Convertible 0.00%
Preferred 2.85%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 98.29%
Mid 1.49%
Small 0.22%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 47.06%    % Emerging Markets: 52.90%    % Unidentified Markets: 0.04%

Americas 10.54%
0.09%
Canada -0.01%
United States 0.10%
10.45%
Brazil 4.39%
Mexico 3.23%
Peru 1.83%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.67%
United Kingdom 7.38%
0.36%
0.59%
Poland 0.59%
Russia 0.00%
5.34%
South Africa 4.69%
United Arab Emirates 0.65%
Greater Asia 75.75%
Japan 0.00%
0.00%
38.58%
Hong Kong 10.35%
South Korea 10.80%
Taiwan 17.42%
37.18%
China 18.64%
India 14.87%
Indonesia 1.37%
Philippines 1.26%
Thailand 1.04%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
48.18%
Materials
4.90%
Consumer Discretionary
14.49%
Financials
27.37%
Real Estate
1.42%
Sensitive
37.54%
Communication Services
8.61%
Energy
0.00%
Industrials
4.87%
Information Technology
24.05%
Defensive
14.28%
Consumer Staples
11.94%
Health Care
2.34%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
View Region Exposure
Start Trial

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