Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.64%
Stock 98.84%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.52%
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Market Capitalization

As of September 30, 2025
Large 92.93%
Mid 5.83%
Small 1.23%
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Region Exposure

% Developed Markets: 50.77%    % Emerging Markets: 49.15%    % Unidentified Markets: 0.08%

Americas 9.27%
1.21%
United States 1.21%
8.06%
Brazil 3.19%
Chile 0.75%
Mexico 0.75%
Peru 0.74%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.28%
United Kingdom 0.00%
2.82%
Greece 2.45%
Switzerland 0.37%
2.18%
Czech Republic 0.32%
Poland 0.29%
Turkey 0.57%
6.29%
Saudi Arabia 0.05%
South Africa 3.52%
United Arab Emirates 2.72%
Greater Asia 79.38%
Japan 0.00%
0.00%
44.03%
Hong Kong 6.28%
Singapore 4.07%
South Korea 10.72%
Taiwan 22.96%
35.35%
China 17.90%
India 15.03%
Indonesia 0.98%
Philippines 0.96%
Thailand 0.48%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
39.67%
Materials
0.10%
Consumer Discretionary
19.42%
Financials
18.44%
Real Estate
1.71%
Sensitive
55.38%
Communication Services
11.61%
Energy
0.00%
Industrials
10.71%
Information Technology
33.06%
Defensive
4.94%
Consumer Staples
1.24%
Health Care
3.70%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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