Asset Allocation

As of December 31, 2025.
Type % Net
Cash 5.75%
Stock 94.25%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 78.14%
Mid 12.69%
Small 9.18%
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Region Exposure

% Developed Markets: 47.32%    % Emerging Markets: 46.93%    % Unidentified Markets: 5.75%

Americas 31.47%
19.58%
Canada 5.79%
United States 13.79%
11.89%
Brazil 3.92%
Chile 4.79%
Mexico 3.17%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.40%
United Kingdom 6.80%
3.34%
Netherlands 3.34%
4.34%
Turkey 4.34%
6.93%
Saudi Arabia 4.04%
South Africa 2.89%
Greater Asia 41.38%
Japan 1.08%
0.00%
16.52%
South Korea 3.71%
Taiwan 12.80%
23.78%
India 9.56%
Indonesia 2.38%
Malaysia 6.70%
Philippines 3.01%
Thailand 2.13%
Unidentified Region 5.75%

Stock Sector Exposure

Cyclical
28.79%
Materials
24.51%
Consumer Discretionary
1.64%
Financials
2.64%
Real Estate
0.00%
Sensitive
43.00%
Communication Services
4.67%
Energy
0.00%
Industrials
4.16%
Information Technology
34.17%
Defensive
28.21%
Consumer Staples
17.03%
Health Care
8.05%
Utilities
3.14%
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