Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.40%
Stock 91.85%
Bond 0.00%
Convertible 0.00%
Preferred 6.83%
Other -1.08%
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Market Capitalization

As of December 31, 2025
Large 88.04%
Mid 5.50%
Small 6.46%
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Region Exposure

% Developed Markets: 44.65%    % Emerging Markets: 55.34%    % Unidentified Markets: 0.01%

Americas 14.60%
1.16%
United States 1.16%
13.43%
Brazil 5.72%
Mexico 6.76%
Peru 0.95%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.90%
United Kingdom 0.86%
1.55%
Denmark 0.02%
Greece 1.51%
Switzerland 0.02%
0.00%
5.49%
Saudi Arabia 1.24%
South Africa 1.54%
United Arab Emirates 2.71%
Greater Asia 77.50%
Japan 0.00%
0.00%
38.37%
Hong Kong 5.54%
Singapore 1.21%
South Korea 12.95%
Taiwan 17.47%
39.13%
China 18.79%
India 10.92%
Indonesia 5.12%
Kazakhstan 1.53%
Malaysia 0.81%
Philippines 0.68%
Thailand 1.29%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
40.36%
Materials
5.30%
Consumer Discretionary
10.31%
Financials
21.33%
Real Estate
3.42%
Sensitive
54.06%
Communication Services
13.24%
Energy
3.51%
Industrials
7.95%
Information Technology
29.36%
Defensive
4.95%
Consumer Staples
2.23%
Health Care
0.96%
Utilities
1.77%
Not Classified
0.63%
Non Classified Equity
0.63%
Not Classified - Non Equity
0.00%
As of December 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