Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.18%
Stock 97.88%
Bond 0.53%
Convertible 0.00%
Preferred 1.72%
Other -0.31%
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Market Capitalization

As of September 30, 2025
Large 93.08%
Mid 6.40%
Small 0.51%
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Region Exposure

% Developed Markets: 42.39%    % Emerging Markets: 58.29%    % Unidentified Markets: -0.68%

Americas 8.15%
1.04%
United States 1.04%
7.10%
Brazil 4.18%
Chile 0.46%
Colombia 0.13%
Mexico 2.00%
Peru 0.23%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.15%
United Kingdom 0.06%
2.01%
Greece 0.58%
Ireland 0.97%
Netherlands 0.10%
Switzerland 0.24%
1.80%
Czech Republic 0.15%
Poland 0.92%
Russia 0.00%
Turkey 0.46%
9.28%
Egypt 0.07%
Qatar 0.69%
Saudi Arabia 3.30%
South Africa 3.05%
United Arab Emirates 1.44%
Greater Asia 79.39%
Japan 0.00%
0.04%
Australia 0.04%
36.27%
Hong Kong 5.17%
Singapore 0.54%
South Korea 10.99%
Taiwan 19.57%
43.08%
China 24.11%
India 15.22%
Indonesia 1.13%
Malaysia 1.18%
Philippines 0.38%
Thailand 1.05%
Unidentified Region -0.68%

Stock Sector Exposure

Cyclical
43.60%
Materials
6.30%
Consumer Discretionary
13.74%
Financials
22.20%
Real Estate
1.35%
Sensitive
46.82%
Communication Services
10.56%
Energy
3.87%
Industrials
6.59%
Information Technology
25.79%
Defensive
9.45%
Consumer Staples
3.67%
Health Care
3.47%
Utilities
2.31%
Not Classified
0.13%
Non Classified Equity
0.13%
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