Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.16%
Stock 94.57%
Bond 0.44%
Convertible 0.00%
Preferred 3.23%
Other 0.60%
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Market Capitalization

As of September 30, 2025
Large 86.72%
Mid 9.98%
Small 3.30%
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Region Exposure

% Developed Markets: 43.98%    % Emerging Markets: 55.73%    % Unidentified Markets: 0.29%

Americas 12.21%
0.67%
Canada 0.00%
United States 0.67%
11.54%
Brazil 6.67%
Chile 1.84%
Mexico 2.71%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.73%
United Kingdom 0.77%
3.10%
Greece 2.37%
Switzerland 0.00%
2.47%
Poland 1.96%
Turkey 0.51%
6.39%
Saudi Arabia 1.41%
South Africa 0.81%
United Arab Emirates 4.16%
Greater Asia 74.77%
Japan 0.00%
0.00%
34.94%
Hong Kong 6.76%
Singapore 0.00%
South Korea 13.25%
Taiwan 14.93%
39.83%
China 25.94%
India 11.50%
Indonesia 0.38%
Kazakhstan 0.38%
Philippines 0.97%
Thailand 0.65%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
43.17%
Materials
2.85%
Consumer Discretionary
9.86%
Financials
27.06%
Real Estate
3.40%
Sensitive
47.23%
Communication Services
12.35%
Energy
2.38%
Industrials
7.26%
Information Technology
25.25%
Defensive
8.13%
Consumer Staples
3.14%
Health Care
2.35%
Utilities
2.64%
Not Classified
1.47%
Non Classified Equity
0.63%
Not Classified - Non Equity
0.85%
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