Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.95%
Stock 92.93%
Bond 0.00%
Convertible 0.00%
Preferred 4.30%
Other 1.82%
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Market Capitalization

As of October 31, 2025
Large 92.05%
Mid 7.02%
Small 0.94%
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Region Exposure

% Developed Markets: 29.44%    % Emerging Markets: 70.03%    % Unidentified Markets: 0.53%

Americas 17.33%
0.87%
United States 0.87%
16.46%
Brazil 11.19%
Chile 0.72%
Colombia 0.36%
Mexico 4.05%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.49%
United Kingdom 0.00%
1.00%
Greece 0.31%
Ireland 0.41%
Netherlands 0.28%
2.21%
Czech Republic 0.18%
Poland 0.00%
Turkey 1.45%
9.28%
Qatar 0.69%
Saudi Arabia 2.27%
South Africa 4.97%
United Arab Emirates 0.81%
Greater Asia 69.65%
Japan 0.00%
0.00%
25.40%
Hong Kong 6.44%
Taiwan 18.96%
44.25%
China 29.39%
India 9.95%
Indonesia 1.40%
Malaysia 0.86%
Thailand 2.66%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
51.18%
Materials
13.17%
Consumer Discretionary
10.75%
Financials
25.42%
Real Estate
1.83%
Sensitive
42.26%
Communication Services
8.39%
Energy
12.17%
Industrials
4.47%
Information Technology
17.23%
Defensive
6.47%
Consumer Staples
3.09%
Health Care
0.56%
Utilities
2.82%
Not Classified
0.09%
Non Classified Equity
0.09%
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