Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.41%
Stock 96.97%
Bond 0.00%
Convertible 0.00%
Preferred 1.26%
Other 0.36%
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Market Capitalization

As of September 30, 2025
Large 90.39%
Mid 7.22%
Small 2.39%
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Region Exposure

% Developed Markets: 42.03%    % Emerging Markets: 57.84%    % Unidentified Markets: 0.13%

Americas 11.22%
1.83%
United States 1.83%
9.39%
Brazil 5.28%
Chile 0.18%
Colombia 0.05%
Mexico 2.70%
Peru 0.34%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.60%
United Kingdom 1.09%
2.48%
Greece 0.93%
Ireland 0.56%
Netherlands 0.54%
Switzerland 0.09%
2.42%
Czech Republic 0.07%
Poland 1.09%
Russia 0.00%
Turkey 0.51%
7.62%
Egypt 0.26%
Qatar 0.29%
Saudi Arabia 2.88%
South Africa 2.99%
United Arab Emirates 0.88%
Greater Asia 75.05%
Japan 0.00%
0.02%
Australia 0.02%
35.07%
Hong Kong 5.08%
Singapore 1.29%
South Korea 10.85%
Taiwan 17.85%
39.96%
China 21.56%
India 15.10%
Indonesia 1.36%
Kazakhstan 0.21%
Malaysia 0.50%
Pakistan 0.00%
Philippines 0.56%
Thailand 0.67%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
43.87%
Materials
4.50%
Consumer Discretionary
14.67%
Financials
23.16%
Real Estate
1.53%
Sensitive
47.02%
Communication Services
9.90%
Energy
3.53%
Industrials
7.60%
Information Technology
25.99%
Defensive
8.87%
Consumer Staples
3.87%
Health Care
3.75%
Utilities
1.25%
Not Classified
0.25%
Non Classified Equity
0.25%
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