Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.59%
Stock 96.14%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.27%
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Market Capitalization

As of October 31, 2025
Large 83.93%
Mid 7.46%
Small 8.61%
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Region Exposure

% Developed Markets: 54.74%    % Emerging Markets: 43.39%    % Unidentified Markets: 1.86%

Americas 13.09%
3.81%
Canada 1.58%
United States 2.23%
9.27%
Brazil 2.70%
Colombia 0.61%
Mexico 4.26%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.66%
United Kingdom 5.29%
4.21%
Greece 1.91%
3.10%
Turkey 2.15%
6.07%
Saudi Arabia 1.39%
South Africa 3.57%
United Arab Emirates 1.10%
Greater Asia 66.39%
Japan 0.93%
0.00%
39.40%
Hong Kong 8.12%
South Korea 13.49%
Taiwan 17.79%
26.06%
China 14.57%
India 8.55%
Kazakhstan 1.38%
Philippines 1.52%
Unidentified Region 1.86%

Stock Sector Exposure

Cyclical
40.78%
Materials
5.46%
Consumer Discretionary
16.22%
Financials
16.96%
Real Estate
2.14%
Sensitive
53.66%
Communication Services
14.67%
Energy
3.76%
Industrials
8.25%
Information Technology
26.98%
Defensive
5.56%
Consumer Staples
3.82%
Health Care
1.74%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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