Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.57%
Stock 95.11%
Bond 0.00%
Convertible 0.00%
Preferred 1.32%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 92.67%
Mid 6.71%
Small 0.61%
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Region Exposure

% Developed Markets: 41.84%    % Emerging Markets: 54.59%    % Unidentified Markets: 3.57%

Americas 10.78%
1.89%
United States 1.89%
8.90%
Brazil 6.95%
Mexico 1.95%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.05%
United Kingdom 0.00%
1.50%
Greece 1.50%
1.33%
Czech Republic 1.33%
Russia 0.00%
7.22%
Saudi Arabia 2.82%
South Africa 2.25%
United Arab Emirates 2.15%
Greater Asia 75.60%
Japan 0.00%
0.00%
36.30%
Hong Kong 5.86%
South Korea 13.66%
Taiwan 16.78%
39.29%
China 22.22%
India 14.84%
Indonesia 1.18%
Philippines 1.05%
Unidentified Region 3.57%

Stock Sector Exposure

Cyclical
39.05%
Materials
5.45%
Consumer Discretionary
8.37%
Financials
24.38%
Real Estate
0.85%
Sensitive
57.52%
Communication Services
10.15%
Energy
5.38%
Industrials
11.40%
Information Technology
30.59%
Defensive
3.43%
Consumer Staples
0.00%
Health Care
1.41%
Utilities
2.02%
Not Classified
0.00%
Non Classified Equity
0.00%
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