Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.62%
Stock 83.86%
Bond 14.94%
Convertible 0.00%
Preferred 0.09%
Other 0.49%
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Market Capitalization

As of December 31, 2025
Large 90.01%
Mid 7.88%
Small 2.11%
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Region Exposure

% Developed Markets: 56.16%    % Emerging Markets: 43.35%    % Unidentified Markets: 0.49%

Americas 12.18%
6.03%
Canada 2.94%
United States 3.09%
6.15%
Brazil 4.71%
Mexico 1.44%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.18%
United Kingdom 5.40%
3.89%
Austria 1.49%
Greece 1.40%
0.00%
3.88%
Saudi Arabia 0.50%
South Africa 3.38%
Greater Asia 74.15%
Japan 0.00%
0.00%
45.27%
Hong Kong 6.74%
Singapore 0.94%
South Korea 16.60%
Taiwan 20.99%
28.89%
China 16.47%
India 8.39%
Indonesia 1.21%
Malaysia 0.76%
Philippines 1.01%
Thailand 0.71%
Unidentified Region 0.49%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
36.65%
Materials
5.75%
Consumer Discretionary
11.44%
Financials
19.06%
Real Estate
0.41%
Sensitive
60.89%
Communication Services
8.87%
Energy
2.87%
Industrials
15.03%
Information Technology
34.13%
Defensive
2.46%
Consumer Staples
0.55%
Health Care
1.37%
Utilities
0.53%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 0.00%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 100.0%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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