Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.70%
Stock 94.08%
Bond 0.83%
Convertible 0.00%
Preferred 2.69%
Other 0.70%
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Market Capitalization

As of October 31, 2025
Large 85.42%
Mid 11.74%
Small 2.83%
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Region Exposure

% Developed Markets: 47.26%    % Emerging Markets: 52.34%    % Unidentified Markets: 0.39%

Americas 11.68%
2.59%
Canada 0.23%
United States 2.36%
9.09%
Brazil 5.67%
Chile 0.95%
Colombia 0.32%
Mexico 1.75%
Peru 0.06%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.57%
United Kingdom 0.73%
2.19%
Belgium 0.01%
Greece 1.13%
Ireland 0.43%
Netherlands 0.08%
Portugal 0.44%
2.91%
Poland 0.54%
Turkey 0.65%
8.74%
Egypt 0.52%
Qatar 0.33%
Saudi Arabia 1.42%
South Africa 4.05%
United Arab Emirates 2.30%
Greater Asia 73.36%
Japan 0.17%
0.00%
38.58%
Hong Kong 6.00%
Singapore 0.67%
South Korea 14.60%
Taiwan 17.21%
34.61%
China 18.55%
India 11.67%
Indonesia 1.69%
Kazakhstan 0.03%
Malaysia 0.33%
Philippines 0.67%
Thailand 1.35%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
43.69%
Materials
4.06%
Consumer Discretionary
15.73%
Financials
21.26%
Real Estate
2.64%
Sensitive
45.12%
Communication Services
9.29%
Energy
4.24%
Industrials
7.18%
Information Technology
24.41%
Defensive
9.69%
Consumer Staples
5.86%
Health Care
2.44%
Utilities
1.38%
Not Classified
1.51%
Non Classified Equity
0.08%
Not Classified - Non Equity
1.42%
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