Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.05%
Stock 95.09%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.86%
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Market Capitalization

As of September 30, 2025
Large 65.26%
Mid 26.10%
Small 8.64%
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Region Exposure

% Developed Markets: 50.32%    % Emerging Markets: 44.77%    % Unidentified Markets: 4.91%

Americas 27.84%
7.47%
Canada 2.21%
United States 5.26%
20.37%
Brazil 12.15%
Mexico 5.67%
Peru 2.55%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.40%
United Kingdom 0.00%
3.85%
Greece 2.96%
1.96%
4.60%
Saudi Arabia 1.27%
South Africa 3.33%
Greater Asia 56.85%
Japan 2.15%
0.00%
36.85%
Singapore 6.50%
South Korea 14.55%
Taiwan 15.80%
17.85%
India 15.42%
Indonesia 1.86%
Kazakhstan 0.57%
Unidentified Region 4.91%

Stock Sector Exposure

Cyclical
49.34%
Materials
3.18%
Consumer Discretionary
14.64%
Financials
30.32%
Real Estate
1.20%
Sensitive
39.93%
Communication Services
2.06%
Energy
0.84%
Industrials
9.56%
Information Technology
27.47%
Defensive
10.14%
Consumer Staples
2.13%
Health Care
1.24%
Utilities
6.77%
Not Classified
0.59%
Non Classified Equity
0.59%
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