Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.14%
Stock 94.97%
Bond 1.52%
Convertible 0.00%
Preferred 2.36%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 76.62%
Mid 15.17%
Small 8.22%
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Region Exposure

% Developed Markets: 55.88%    % Emerging Markets: 42.98%    % Unidentified Markets: 1.14%

Americas 21.72%
1.52%
United States 1.52%
20.19%
Brazil 8.94%
Chile 0.47%
Mexico 6.99%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.68%
United Kingdom 2.59%
9.38%
Austria 1.97%
Greece 1.92%
Netherlands 0.47%
1.11%
Poland 1.11%
Russia 0.00%
1.60%
South Africa 1.60%
Greater Asia 62.46%
Japan 0.00%
0.00%
42.38%
Hong Kong 10.29%
Singapore 4.43%
South Korea 13.56%
Taiwan 13.60%
20.07%
China 5.19%
India 3.62%
Indonesia 5.60%
Kazakhstan 1.25%
Philippines 2.25%
Thailand 2.16%
Unidentified Region 1.14%

Stock Sector Exposure

Cyclical
39.43%
Materials
1.08%
Consumer Discretionary
11.01%
Financials
24.36%
Real Estate
2.98%
Sensitive
44.78%
Communication Services
9.48%
Energy
2.35%
Industrials
5.90%
Information Technology
27.05%
Defensive
10.82%
Consumer Staples
9.94%
Health Care
0.00%
Utilities
0.89%
Not Classified
4.96%
Non Classified Equity
1.96%
Not Classified - Non Equity
3.00%
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