Asset Allocation

As of December 31, 2025.
Type % Net
Cash -2.71%
Stock 91.96%
Bond 3.13%
Convertible 0.00%
Preferred 0.94%
Other 6.69%
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Market Capitalization

As of December 31, 2025
Large 87.52%
Mid 9.54%
Small 2.95%
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Region Exposure

% Developed Markets: 39.73%    % Emerging Markets: 50.74%    % Unidentified Markets: 9.53%

Americas 2.95%
-2.35%
United States -2.35%
5.29%
Brazil 2.47%
Chile 0.71%
Colombia 0.06%
Mexico 1.98%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.29%
United Kingdom 0.00%
1.71%
Greece 0.70%
Ireland 0.10%
Switzerland 0.41%
1.06%
Czech Republic 0.01%
Poland 0.54%
Turkey 0.47%
7.53%
Qatar 0.42%
Saudi Arabia 2.64%
South Africa 2.47%
United Arab Emirates 1.26%
Greater Asia 77.23%
Japan 0.00%
0.00%
37.87%
Hong Kong 3.96%
Singapore 0.37%
South Korea 13.62%
Taiwan 19.92%
39.36%
China 21.99%
India 12.81%
Indonesia 1.13%
Malaysia 1.86%
Thailand 1.57%
Unidentified Region 9.53%

Stock Sector Exposure

Cyclical
40.24%
Materials
5.86%
Consumer Discretionary
11.29%
Financials
22.67%
Real Estate
0.42%
Sensitive
47.98%
Communication Services
9.92%
Energy
3.35%
Industrials
5.52%
Information Technology
29.18%
Defensive
5.39%
Consumer Staples
1.61%
Health Care
2.65%
Utilities
1.13%
Not Classified
6.40%
Non Classified Equity
0.01%
Not Classified - Non Equity
6.39%
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