Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.81%
Stock 97.18%
Bond 1.05%
Convertible 0.00%
Preferred 0.02%
Other -0.05%
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Market Capitalization

As of September 30, 2025
Large 90.23%
Mid 8.47%
Small 1.29%
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Region Exposure

% Developed Markets: 51.96%    % Emerging Markets: 46.27%    % Unidentified Markets: 1.77%

Americas 2.00%
2.00%
United States 2.00%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.09%
United Kingdom 0.00%
1.09%
Ireland 1.09%
0.00%
0.00%
Greater Asia 95.13%
Japan 0.00%
0.00%
48.87%
Hong Kong 8.60%
Singapore 5.63%
South Korea 13.76%
Taiwan 20.88%
46.27%
China 24.48%
India 15.90%
Indonesia 3.13%
Philippines 1.44%
Thailand 0.24%
Unidentified Region 1.77%

Stock Sector Exposure

Cyclical
45.14%
Materials
0.00%
Consumer Discretionary
17.91%
Financials
24.47%
Real Estate
2.77%
Sensitive
46.81%
Communication Services
11.90%
Energy
1.60%
Industrials
4.14%
Information Technology
29.17%
Defensive
5.17%
Consumer Staples
3.97%
Health Care
1.20%
Utilities
0.00%
Not Classified
2.88%
Non Classified Equity
0.02%
Not Classified - Non Equity
2.86%
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