Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 97.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.91%
Other 1.91%
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Market Capitalization

As of September 30, 2025
Large 79.54%
Mid 13.96%
Small 6.50%
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Region Exposure

% Developed Markets: 45.56%    % Emerging Markets: 52.53%    % Unidentified Markets: 1.92%

Americas 13.20%
0.78%
Canada 0.00%
United States 0.78%
12.41%
Brazil 6.03%
Chile 0.77%
Colombia 0.00%
Mexico 4.30%
Peru 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.04%
United Kingdom 0.64%
2.29%
Belgium 0.77%
Greece 1.26%
Ireland 0.01%
Netherlands 0.00%
Spain 0.00%
Switzerland 0.00%
1.26%
Czech Republic 0.00%
Poland 0.30%
Turkey 0.30%
3.86%
Egypt 0.00%
Qatar 0.01%
Saudi Arabia 1.33%
South Africa 1.60%
United Arab Emirates 0.91%
Greater Asia 76.84%
Japan 0.00%
0.00%
Australia 0.00%
40.48%
Hong Kong 5.79%
Singapore 0.44%
South Korea 12.93%
Taiwan 21.32%
36.37%
China 19.98%
India 13.21%
Indonesia 1.65%
Malaysia 0.43%
Philippines 0.14%
Thailand 0.95%
Unidentified Region 1.92%

Stock Sector Exposure

Cyclical
43.02%
Materials
5.88%
Consumer Discretionary
14.08%
Financials
21.26%
Real Estate
1.79%
Sensitive
46.84%
Communication Services
8.85%
Energy
3.71%
Industrials
6.94%
Information Technology
27.35%
Defensive
10.13%
Consumer Staples
3.83%
Health Care
4.06%
Utilities
2.23%
Not Classified
0.02%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.01%
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