Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.69%
Stock 97.93%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.38%
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Market Capitalization

As of December 31, 2025
Large 46.12%
Mid 37.40%
Small 16.49%
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Region Exposure

% Developed Markets: 36.97%    % Emerging Markets: 61.21%    % Unidentified Markets: 1.82%

Americas 22.53%
5.04%
Canada 1.14%
United States 3.90%
17.48%
Brazil 8.26%
Chile 3.57%
Mexico 4.10%
Peru 1.04%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.71%
United Kingdom 4.54%
1.38%
Belgium 0.09%
Greece 1.29%
4.10%
Czech Republic 1.52%
Turkey 2.57%
2.69%
Saudi Arabia 0.57%
South Africa 0.42%
United Arab Emirates 1.34%
Greater Asia 62.94%
Japan 0.00%
0.00%
24.65%
South Korea 10.72%
Taiwan 13.94%
38.28%
China 9.29%
India 22.46%
Kazakhstan 1.07%
Malaysia 3.17%
Pakistan 1.92%
Thailand 0.37%
Unidentified Region 1.82%

Stock Sector Exposure

Cyclical
49.17%
Materials
11.31%
Consumer Discretionary
10.12%
Financials
25.56%
Real Estate
2.17%
Sensitive
41.89%
Communication Services
1.73%
Energy
0.75%
Industrials
23.39%
Information Technology
16.02%
Defensive
8.94%
Consumer Staples
4.37%
Health Care
4.29%
Utilities
0.28%
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