Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.37%
Stock 96.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 80.61%
Mid 13.68%
Small 5.71%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 53.91%    % Emerging Markets: 46.09%    % Unidentified Markets: 0.00%

Americas 19.65%
3.06%
Canada 3.06%
16.60%
Brazil 10.90%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.29%
United Kingdom 0.00%
9.48%
Ireland 1.55%
Netherlands 5.04%
3.81%
Poland 2.32%
Russia 0.30%
0.00%
Greater Asia 67.06%
Japan 0.00%
0.00%
41.37%
Hong Kong 7.25%
Singapore 3.57%
South Korea 12.95%
Taiwan 17.60%
25.68%
China 14.86%
India 7.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
35.42%
Materials
0.00%
Consumer Discretionary
22.56%
Financials
12.87%
Real Estate
0.00%
Sensitive
54.83%
Communication Services
6.57%
Energy
0.00%
Industrials
16.21%
Information Technology
32.05%
Defensive
9.75%
Consumer Staples
5.93%
Health Care
3.82%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
View Region Exposure
Start Trial

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