Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.51%
Stock 98.77%
Bond 0.00%
Convertible 0.00%
Preferred 1.68%
Other 0.06%
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Market Capitalization

As of October 31, 2025
Large 66.77%
Mid 14.11%
Small 19.12%
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Region Exposure

% Developed Markets: 44.33%    % Emerging Markets: 56.30%    % Unidentified Markets: -0.63%

Americas 6.65%
0.28%
United States 0.28%
6.37%
Brazil 3.65%
Chile 0.57%
Colombia 0.32%
Mexico 1.48%
Peru 0.19%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.48%
United Kingdom 0.00%
1.32%
Greece 0.79%
Netherlands 0.35%
1.63%
Poland 0.91%
Turkey 0.68%
8.53%
Egypt 0.25%
Qatar 0.60%
Saudi Arabia 3.00%
South Africa 2.95%
United Arab Emirates 1.27%
Greater Asia 82.50%
Japan 0.00%
0.13%
Australia 0.13%
40.10%
Hong Kong 6.18%
Singapore 0.05%
South Korea 13.00%
Taiwan 20.86%
42.27%
China 21.83%
India 16.04%
Indonesia 1.45%
Malaysia 1.38%
Philippines 0.58%
Thailand 0.99%
Unidentified Region -0.63%

Stock Sector Exposure

Cyclical
42.75%
Materials
6.37%
Consumer Discretionary
12.67%
Financials
22.20%
Real Estate
1.51%
Sensitive
47.76%
Communication Services
9.92%
Energy
4.21%
Industrials
6.21%
Information Technology
27.41%
Defensive
9.21%
Consumer Staples
3.66%
Health Care
2.97%
Utilities
2.58%
Not Classified
0.29%
Non Classified Equity
0.29%
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