Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 97.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.20%
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Market Capitalization

As of October 31, 2025
Large 96.40%
Mid 2.68%
Small 0.92%
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Region Exposure

% Developed Markets: 47.26%    % Emerging Markets: 52.64%    % Unidentified Markets: 0.10%

Americas 6.80%
0.00%
6.80%
Argentina 2.67%
Brazil 4.11%
Mexico 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.71%
United Kingdom 0.63%
7.34%
Greece 0.88%
Netherlands 3.65%
Switzerland 0.45%
4.47%
Poland 0.96%
Turkey 2.94%
3.28%
Saudi Arabia 0.01%
South Africa 3.27%
Greater Asia 77.39%
Japan 0.00%
0.00%
39.29%
Hong Kong 7.24%
South Korea 12.12%
Taiwan 19.94%
38.09%
China 22.34%
India 14.48%
Indonesia 1.28%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
41.34%
Materials
0.16%
Consumer Discretionary
14.97%
Financials
26.21%
Real Estate
0.00%
Sensitive
54.95%
Communication Services
9.76%
Energy
0.65%
Industrials
13.32%
Information Technology
31.23%
Defensive
3.71%
Consumer Staples
2.01%
Health Care
1.70%
Utilities
0.00%
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