Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.75%
Stock 98.27%
Bond 0.70%
Convertible 0.00%
Preferred 1.07%
Other -0.78%
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Market Capitalization

As of December 31, 2025
Large 93.66%
Mid 5.23%
Small 1.11%
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Region Exposure

% Developed Markets: 47.24%    % Emerging Markets: 52.86%    % Unidentified Markets: -0.10%

Americas 10.91%
0.72%
United States 0.72%
10.19%
Brazil 5.01%
Chile 0.83%
Mexico 3.15%
Peru 0.50%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.10%
United Kingdom 2.20%
1.08%
3.24%
Czech Republic 0.44%
Poland 2.01%
3.59%
South Africa 3.59%
Greater Asia 79.09%
Japan 0.00%
0.00%
43.25%
Hong Kong 6.09%
Singapore 1.19%
South Korea 12.38%
Taiwan 23.58%
35.84%
China 15.42%
India 18.47%
Indonesia 0.52%
Malaysia 1.42%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
44.55%
Materials
2.77%
Consumer Discretionary
13.14%
Financials
27.68%
Real Estate
0.96%
Sensitive
45.64%
Communication Services
8.74%
Energy
0.00%
Industrials
5.29%
Information Technology
31.60%
Defensive
8.42%
Consumer Staples
5.39%
Health Care
2.54%
Utilities
0.49%
Not Classified
1.39%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.39%
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