Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 92.46%
Bond 0.00%
Convertible 0.00%
Preferred 3.89%
Other 3.65%
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Market Capitalization

As of September 30, 2025
Large 90.58%
Mid 7.71%
Small 1.71%
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Region Exposure

% Developed Markets: 47.97%    % Emerging Markets: 48.38%    % Unidentified Markets: 3.65%

Americas 13.28%
0.00%
13.28%
Brazil 3.89%
Mexico 5.82%
Peru 2.27%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.30%
United Kingdom 0.00%
2.59%
Greece 2.59%
0.00%
14.70%
South Africa 10.98%
United Arab Emirates 3.72%
Greater Asia 65.77%
Japan 0.00%
0.00%
41.65%
Hong Kong 11.69%
Singapore 3.44%
South Korea 9.25%
Taiwan 17.28%
24.12%
China 7.54%
India 11.27%
Indonesia 2.51%
Malaysia 1.85%
Thailand 0.95%
Unidentified Region 3.65%

Stock Sector Exposure

Cyclical
42.37%
Materials
0.00%
Consumer Discretionary
19.40%
Financials
22.97%
Real Estate
0.00%
Sensitive
38.53%
Communication Services
1.44%
Energy
5.01%
Industrials
9.16%
Information Technology
22.93%
Defensive
15.39%
Consumer Staples
12.60%
Health Care
0.94%
Utilities
1.84%
Not Classified
3.70%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.70%
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