Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.02%
Stock 96.12%
Bond 0.00%
Convertible 0.00%
Preferred 2.25%
Other 1.60%
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Market Capitalization

As of December 31, 2025
Large 88.58%
Mid 9.87%
Small 1.54%
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Region Exposure

% Developed Markets: 36.96%    % Emerging Markets: 61.44%    % Unidentified Markets: 1.60%

Americas 11.75%
0.00%
11.75%
Brazil 5.35%
Mexico 3.00%
Peru 2.44%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.34%
United Kingdom 0.00%
4.48%
Ireland 2.97%
Netherlands 1.51%
1.55%
Turkey 1.55%
2.31%
South Africa 2.31%
Greater Asia 78.30%
Japan 0.00%
0.00%
32.47%
Hong Kong 4.24%
Singapore 1.32%
South Korea 11.13%
Taiwan 15.78%
45.83%
China 24.11%
India 20.20%
Indonesia 1.52%
Unidentified Region 1.60%

Stock Sector Exposure

Cyclical
37.33%
Materials
0.00%
Consumer Discretionary
21.15%
Financials
16.18%
Real Estate
0.00%
Sensitive
48.51%
Communication Services
8.47%
Energy
0.00%
Industrials
10.06%
Information Technology
29.98%
Defensive
11.91%
Consumer Staples
9.06%
Health Care
2.85%
Utilities
0.00%
Not Classified
2.25%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.25%
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