Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.77%
Stock 95.87%
Bond 0.08%
Convertible 0.00%
Preferred 1.17%
Other -0.89%
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Market Capitalization

As of September 30, 2025
Large 89.89%
Mid 6.06%
Small 4.06%
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Region Exposure

% Developed Markets: 41.80%    % Emerging Markets: 56.64%    % Unidentified Markets: 1.55%

Americas 11.55%
0.10%
United States 0.10%
11.46%
Brazil 6.26%
Mexico 3.84%
Peru 1.36%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.75%
United Kingdom 0.00%
4.21%
Ireland 0.77%
Netherlands 1.75%
Switzerland 0.71%
1.17%
Turkey 1.17%
7.37%
Saudi Arabia 2.86%
South Africa 3.38%
United Arab Emirates 1.14%
Greater Asia 74.14%
Japan 0.00%
0.00%
36.36%
Hong Kong 5.54%
Singapore 0.50%
South Korea 11.76%
Taiwan 18.55%
37.78%
China 21.08%
India 13.76%
Indonesia 1.73%
Malaysia 0.51%
Thailand 0.70%
Unidentified Region 1.55%

Stock Sector Exposure

Cyclical
48.34%
Materials
5.02%
Consumer Discretionary
19.86%
Financials
21.65%
Real Estate
1.82%
Sensitive
45.57%
Communication Services
9.80%
Energy
4.39%
Industrials
5.18%
Information Technology
26.20%
Defensive
6.09%
Consumer Staples
3.56%
Health Care
2.53%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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