Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.62%
Stock 96.19%
Bond 0.55%
Convertible 0.00%
Preferred 2.83%
Other -0.18%
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Market Capitalization

As of September 30, 2025
Large 98.09%
Mid 1.67%
Small 0.24%
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Region Exposure

% Developed Markets: 47.26%    % Emerging Markets: 52.31%    % Unidentified Markets: 0.44%

Americas 10.87%
0.54%
United States 0.54%
10.32%
Brazil 4.33%
Mexico 3.21%
Peru 1.81%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.64%
United Kingdom 7.38%
0.36%
0.57%
Poland 0.57%
5.34%
South Africa 4.65%
United Arab Emirates 0.68%
Greater Asia 75.05%
Japan 0.00%
0.00%
38.29%
Hong Kong 10.36%
South Korea 10.69%
Taiwan 17.24%
36.76%
China 18.51%
India 14.62%
Indonesia 1.35%
Philippines 1.25%
Thailand 1.02%
Unidentified Region 0.44%

Stock Sector Exposure

Cyclical
47.71%
Materials
4.93%
Consumer Discretionary
14.32%
Financials
26.99%
Real Estate
1.47%
Sensitive
37.07%
Communication Services
8.57%
Energy
0.00%
Industrials
4.81%
Information Technology
23.70%
Defensive
14.04%
Consumer Staples
11.76%
Health Care
2.28%
Utilities
0.00%
Not Classified
1.17%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.17%
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