Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.16%
Stock 96.77%
Bond 0.14%
Convertible 0.00%
Preferred 3.04%
Other -0.11%
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Market Capitalization

As of September 30, 2025
Large 71.69%
Mid 17.66%
Small 10.64%
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Region Exposure

% Developed Markets: 48.90%    % Emerging Markets: 51.04%    % Unidentified Markets: 0.05%

Americas 11.01%
1.00%
United States 1.00%
10.01%
Brazil 5.21%
Chile 0.54%
Colombia 0.46%
Mexico 2.45%
Peru 1.35%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.09%
United Kingdom 3.18%
3.31%
Greece 0.98%
2.19%
Turkey 1.15%
12.41%
Egypt 0.91%
Saudi Arabia 1.34%
South Africa 8.30%
United Arab Emirates 1.86%
Greater Asia 67.85%
Japan 0.00%
0.00%
39.55%
Hong Kong 12.10%
Singapore 1.03%
South Korea 9.67%
Taiwan 16.76%
28.29%
China 11.74%
India 10.41%
Indonesia 1.76%
Pakistan 0.87%
Philippines 1.67%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
58.26%
Materials
4.97%
Consumer Discretionary
21.03%
Financials
27.71%
Real Estate
4.55%
Sensitive
35.26%
Communication Services
2.32%
Energy
0.00%
Industrials
8.69%
Information Technology
24.26%
Defensive
6.18%
Consumer Staples
3.09%
Health Care
1.96%
Utilities
1.12%
Not Classified
0.30%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.30%
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