Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.97%
Stock 96.04%
Bond 0.00%
Convertible 0.00%
Preferred 2.99%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 72.05%
Mid 17.55%
Small 10.40%
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Region Exposure

% Developed Markets: 49.62%    % Emerging Markets: 50.37%    % Unidentified Markets: 0.01%

Americas 11.05%
1.76%
Canada 0.04%
United States 1.72%
9.29%
Brazil 5.22%
Chile 0.59%
Colombia 0.44%
Mexico 2.02%
Peru 1.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.23%
United Kingdom 2.63%
3.28%
Greece 0.77%
2.17%
Turkey 1.02%
13.15%
Egypt 0.85%
Saudi Arabia 1.77%
South Africa 8.42%
United Arab Emirates 2.11%
Greater Asia 67.71%
Japan 0.00%
0.00%
39.84%
Hong Kong 10.50%
Singapore 0.84%
South Korea 11.01%
Taiwan 17.49%
27.87%
China 10.63%
India 11.22%
Indonesia 1.79%
Pakistan 0.89%
Philippines 1.51%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
57.11%
Materials
5.16%
Consumer Discretionary
20.12%
Financials
27.53%
Real Estate
4.30%
Sensitive
37.23%
Communication Services
2.10%
Energy
0.00%
Industrials
8.30%
Information Technology
26.83%
Defensive
5.66%
Consumer Staples
2.77%
Health Care
1.97%
Utilities
0.92%
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