Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.31%
Stock 94.19%
Bond 0.00%
Convertible 0.00%
Preferred 1.05%
Other 4.44%
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Market Capitalization

As of October 31, 2025
Large 80.40%
Mid 13.01%
Small 6.59%
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Region Exposure

% Developed Markets: 32.48%    % Emerging Markets: 63.66%    % Unidentified Markets: 3.85%

Americas 7.09%
0.53%
Canada 0.04%
United States 0.50%
6.56%
Brazil 3.79%
Chile 0.58%
Colombia 0.12%
Mexico 2.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.43%
United Kingdom 0.02%
1.93%
Belgium 0.03%
Greece 0.58%
Ireland 0.97%
Netherlands 0.04%
Switzerland 0.18%
1.47%
Czech Republic 0.15%
Poland 0.00%
Russia 0.00%
Turkey 0.88%
10.02%
Egypt 0.08%
Qatar 0.71%
Saudi Arabia 3.50%
South Africa 3.25%
United Arab Emirates 1.66%
Greater Asia 75.62%
Japan 0.00%
0.00%
26.75%
Hong Kong 4.79%
Singapore 0.49%
Taiwan 21.46%
48.87%
China 25.33%
India 18.68%
Indonesia 1.25%
Malaysia 1.69%
Philippines 0.44%
Thailand 1.49%
Unidentified Region 3.85%

Stock Sector Exposure

Cyclical
42.47%
Materials
7.22%
Consumer Discretionary
13.10%
Financials
20.08%
Real Estate
2.08%
Sensitive
42.62%
Communication Services
8.94%
Energy
3.92%
Industrials
7.14%
Information Technology
22.62%
Defensive
10.74%
Consumer Staples
3.91%
Health Care
3.99%
Utilities
2.84%
Not Classified
4.17%
Non Classified Equity
0.29%
Not Classified - Non Equity
3.88%
As of October 31, 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