Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.66%
Stock 96.59%
Bond 0.83%
Convertible 0.00%
Preferred 1.27%
Other 0.66%
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Market Capitalization

As of September 30, 2025
Large 86.73%
Mid 10.06%
Small 3.21%
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Region Exposure

% Developed Markets: 41.64%    % Emerging Markets: 57.66%    % Unidentified Markets: 0.70%

Americas 8.13%
1.80%
United States 1.80%
6.33%
Brazil 3.58%
Chile 0.68%
Mexico 1.76%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.35%
United Kingdom 0.00%
2.12%
Greece 0.58%
Ireland 0.96%
Switzerland 0.45%
2.11%
Czech Republic 0.00%
Poland 1.38%
Turkey 0.45%
8.13%
Egypt 0.04%
Qatar 0.71%
Saudi Arabia 3.23%
South Africa 2.85%
United Arab Emirates 1.29%
Greater Asia 78.82%
Japan 0.00%
0.15%
Australia 0.15%
35.25%
Hong Kong 4.83%
Singapore 0.46%
South Korea 11.20%
Taiwan 18.76%
43.42%
China 24.39%
India 14.93%
Indonesia 1.16%
Malaysia 1.18%
Philippines 0.37%
Thailand 1.40%
Unidentified Region 0.70%

Stock Sector Exposure

Cyclical
42.41%
Materials
5.94%
Consumer Discretionary
13.84%
Financials
21.72%
Real Estate
0.91%
Sensitive
48.04%
Communication Services
10.74%
Energy
3.34%
Industrials
7.16%
Information Technology
26.80%
Defensive
8.03%
Consumer Staples
2.85%
Health Care
3.46%
Utilities
1.72%
Not Classified
1.52%
Non Classified Equity
0.19%
Not Classified - Non Equity
1.33%
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