Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.64%
Stock 96.26%
Bond 0.39%
Convertible 0.00%
Preferred 0.00%
Other 2.71%
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Market Capitalization

As of September 30, 2025
Large 73.40%
Mid 12.05%
Small 14.55%
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Region Exposure

% Developed Markets: 55.24%    % Emerging Markets: 44.12%    % Unidentified Markets: 0.64%

Americas 12.57%
4.23%
Canada 1.70%
United States 2.53%
8.34%
Brazil 2.83%
Colombia 0.59%
Mexico 4.26%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.82%
United Kingdom 5.55%
4.77%
Greece 2.06%
2.92%
Turkey 1.99%
6.59%
Saudi Arabia 1.41%
South Africa 3.98%
United Arab Emirates 1.20%
Greater Asia 66.97%
Japan 1.01%
0.00%
38.49%
Hong Kong 8.40%
South Korea 13.01%
Taiwan 17.08%
27.47%
China 16.29%
India 8.31%
Kazakhstan 1.32%
Philippines 1.55%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
42.06%
Materials
5.27%
Consumer Discretionary
15.75%
Financials
18.79%
Real Estate
2.25%
Sensitive
51.75%
Communication Services
14.55%
Energy
3.24%
Industrials
8.51%
Information Technology
25.45%
Defensive
5.51%
Consumer Staples
3.57%
Health Care
1.93%
Utilities
0.00%
Not Classified
0.68%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.68%
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