Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.84%
Stock 92.80%
Bond 0.00%
Convertible 0.00%
Preferred 1.35%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 86.09%
Mid 11.22%
Small 2.68%
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Region Exposure

% Developed Markets: 60.80%    % Emerging Markets: 39.18%    % Unidentified Markets: 0.02%

Americas 19.20%
6.88%
Canada 5.70%
United States 1.17%
12.32%
Brazil 6.67%
Chile 0.73%
Mexico 2.33%
Peru 0.35%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.28%
United Kingdom 0.68%
6.06%
Germany 0.98%
Netherlands 5.08%
1.27%
Turkey 0.28%
3.27%
South Africa 1.93%
United Arab Emirates 1.34%
Greater Asia 69.50%
Japan 0.00%
0.00%
43.60%
Hong Kong 6.09%
South Korea 19.57%
Taiwan 17.94%
25.90%
China 13.62%
India 9.04%
Indonesia 0.47%
Philippines 0.58%
Thailand 2.19%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
40.87%
Materials
1.65%
Consumer Discretionary
17.12%
Financials
20.69%
Real Estate
1.41%
Sensitive
52.02%
Communication Services
6.95%
Energy
1.54%
Industrials
8.48%
Information Technology
35.05%
Defensive
7.11%
Consumer Staples
2.23%
Health Care
3.72%
Utilities
1.15%
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