Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.44%
Stock 99.37%
Bond 1.02%
Convertible 0.00%
Preferred 0.00%
Other -1.84%
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Market Capitalization

As of September 30, 2025
Large 92.17%
Mid 6.64%
Small 1.20%
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Region Exposure

% Developed Markets: 35.76%    % Emerging Markets: 65.18%    % Unidentified Markets: -0.94%

Americas 17.07%
3.90%
United States 3.90%
13.17%
Brazil 7.18%
Mexico 1.21%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.90%
United Kingdom 0.00%
2.78%
Netherlands 2.13%
2.07%
Poland 2.07%
1.05%
Saudi Arabia 1.05%
Greater Asia 77.98%
Japan 0.00%
0.00%
29.09%
Hong Kong 3.52%
Singapore 5.26%
South Korea 4.79%
Taiwan 15.52%
48.89%
China 21.51%
India 21.04%
Indonesia 2.66%
Kazakhstan 1.80%
Philippines 1.04%
Unidentified Region -0.94%

Stock Sector Exposure

Cyclical
45.03%
Materials
0.00%
Consumer Discretionary
22.53%
Financials
21.26%
Real Estate
1.24%
Sensitive
41.33%
Communication Services
8.25%
Energy
0.00%
Industrials
8.05%
Information Technology
25.03%
Defensive
9.94%
Consumer Staples
8.55%
Health Care
1.39%
Utilities
0.00%
Not Classified
3.69%
Non Classified Equity
1.78%
Not Classified - Non Equity
1.92%
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