Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.58%
Stock 94.44%
Bond 1.06%
Convertible 0.00%
Preferred 2.74%
Other 0.17%
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Market Capitalization

As of December 31, 2025
Large 88.64%
Mid 9.33%
Small 2.03%
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Region Exposure

% Developed Markets: 44.17%    % Emerging Markets: 55.13%    % Unidentified Markets: 0.70%

Americas 11.33%
2.34%
United States 2.34%
8.99%
Brazil 5.01%
Chile 0.62%
Mexico 2.84%
Peru 0.53%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.56%
United Kingdom 0.00%
0.93%
Greece 0.93%
1.38%
Poland 0.69%
8.24%
Saudi Arabia 3.49%
South Africa 3.40%
United Arab Emirates 1.36%
Greater Asia 77.41%
Japan 0.00%
0.00%
39.54%
Hong Kong 5.29%
Singapore 1.45%
South Korea 12.90%
Taiwan 19.89%
37.87%
China 21.88%
India 14.20%
Indonesia 0.43%
Malaysia 0.47%
Philippines 0.38%
Thailand 0.51%
Unidentified Region 0.70%

Stock Sector Exposure

Cyclical
43.83%
Materials
4.03%
Consumer Discretionary
12.62%
Financials
22.44%
Real Estate
4.74%
Sensitive
47.72%
Communication Services
10.70%
Energy
1.11%
Industrials
6.74%
Information Technology
29.17%
Defensive
6.21%
Consumer Staples
1.45%
Health Care
2.38%
Utilities
2.38%
Not Classified
2.23%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.23%
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