Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.37%
Stock 97.58%
Bond 0.58%
Convertible 0.00%
Preferred 0.82%
Other 0.65%
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Market Capitalization

As of October 31, 2025
Large 91.97%
Mid 6.85%
Small 1.18%
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Region Exposure

% Developed Markets: 53.15%    % Emerging Markets: 46.55%    % Unidentified Markets: 0.30%

Americas 14.83%
1.34%
United States 1.34%
13.49%
Brazil 5.01%
Chile 0.66%
Colombia 0.15%
Mexico 4.82%
Peru 0.50%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.01%
United Kingdom 1.13%
2.17%
Belgium 0.10%
Greece 0.93%
Ireland 0.65%
Netherlands 0.09%
Switzerland 0.25%
1.46%
Czech Republic 0.11%
Turkey 0.44%
5.25%
Egypt 0.14%
Qatar 0.53%
Saudi Arabia 0.53%
South Africa 2.53%
United Arab Emirates 1.38%
Greater Asia 74.86%
Japan 1.35%
0.00%
Australia 0.00%
44.04%
Hong Kong 6.48%
Singapore 2.52%
South Korea 22.62%
Taiwan 12.42%
29.47%
China 14.06%
India 11.41%
Indonesia 1.79%
Malaysia 0.88%
Philippines 0.17%
Thailand 1.14%
Unidentified Region 0.30%

Stock Sector Exposure

Cyclical
33.13%
Materials
2.61%
Consumer Discretionary
14.13%
Financials
15.35%
Real Estate
1.04%
Sensitive
55.54%
Communication Services
10.16%
Energy
5.27%
Industrials
11.33%
Information Technology
28.78%
Defensive
10.01%
Consumer Staples
6.64%
Health Care
1.03%
Utilities
2.34%
Not Classified
1.32%
Non Classified Equity
0.18%
Not Classified - Non Equity
1.14%
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