Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.92%
Stock 96.87%
Bond 0.03%
Convertible 0.00%
Preferred 1.77%
Other 0.41%
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Market Capitalization

As of December 31, 2025
Large 94.76%
Mid 4.84%
Small 0.40%
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Region Exposure

% Developed Markets: 43.33%    % Emerging Markets: 56.52%    % Unidentified Markets: 0.15%

Americas 9.08%
0.94%
Canada 0.08%
United States 0.87%
8.13%
Brazil 4.83%
Chile 0.21%
Colombia 0.21%
Mexico 2.02%
Peru 0.45%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.90%
United Kingdom 0.20%
2.03%
Belgium 0.00%
Finland 0.00%
France 0.01%
Germany 0.01%
Greece 1.01%
Ireland 0.76%
Netherlands 0.01%
Norway 0.01%
Spain 0.00%
Sweden 0.03%
Switzerland 0.08%
1.41%
Poland 0.51%
Turkey 0.29%
8.25%
Qatar 0.48%
Saudi Arabia 2.40%
South Africa 3.72%
United Arab Emirates 1.38%
Greater Asia 78.88%
Japan 0.01%
0.03%
Australia 0.02%
37.77%
Hong Kong 4.00%
Singapore 0.44%
South Korea 13.51%
Taiwan 19.82%
41.08%
China 23.16%
India 14.77%
Indonesia 1.26%
Kazakhstan 0.06%
Malaysia 0.50%
Philippines 0.19%
Thailand 1.15%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
42.24%
Materials
6.39%
Consumer Discretionary
12.45%
Financials
22.53%
Real Estate
0.87%
Sensitive
49.45%
Communication Services
9.71%
Energy
4.32%
Industrials
6.89%
Information Technology
28.53%
Defensive
7.38%
Consumer Staples
2.96%
Health Care
2.60%
Utilities
1.83%
Not Classified
0.92%
Non Classified Equity
0.06%
Not Classified - Non Equity
0.86%
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