Asset Allocation

As of December 31, 2025.
Type % Net
Cash 4.17%
Stock 91.06%
Bond 2.91%
Convertible 0.00%
Preferred 2.10%
Other -0.24%
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Market Capitalization

As of December 31, 2025
Large 68.46%
Mid 14.12%
Small 17.42%
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Region Exposure

% Developed Markets: 53.35%    % Emerging Markets: 44.86%    % Unidentified Markets: 1.79%

Americas 19.06%
4.77%
United States 4.77%
14.30%
Argentina 3.89%
Brazil 3.61%
Chile 6.34%
Mexico 0.35%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.48%
United Kingdom 2.29%
15.67%
Austria 0.15%
Belgium 0.66%
Greece 9.65%
Ireland 2.44%
Netherlands 0.11%
Switzerland 0.05%
0.67%
Poland 0.43%
14.84%
Nigeria 1.62%
South Africa 4.41%
United Arab Emirates 4.95%
Greater Asia 45.66%
Japan 0.00%
0.00%
22.73%
Hong Kong 0.44%
Singapore 0.07%
South Korea 15.64%
Taiwan 6.59%
22.93%
China 0.57%
India 7.10%
Kazakhstan 1.00%
Pakistan 0.99%
Unidentified Region 1.79%

Stock Sector Exposure

Cyclical
54.48%
Materials
6.50%
Consumer Discretionary
6.94%
Financials
36.15%
Real Estate
4.89%
Sensitive
33.84%
Communication Services
4.81%
Energy
4.02%
Industrials
7.29%
Information Technology
17.72%
Defensive
6.62%
Consumer Staples
3.42%
Health Care
0.59%
Utilities
2.61%
Not Classified
5.06%
Non Classified Equity
0.97%
Not Classified - Non Equity
4.09%
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