Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.18%
Stock 96.92%
Bond 0.82%
Convertible 0.00%
Preferred 0.50%
Other 0.58%
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Market Capitalization

As of December 31, 2025
Large 95.09%
Mid 4.14%
Small 0.78%
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Region Exposure

% Developed Markets: 45.36%    % Emerging Markets: 53.53%    % Unidentified Markets: 1.10%

Americas 12.76%
2.33%
Canada 0.00%
United States 2.32%
10.43%
Brazil 5.48%
Chile 0.22%
Colombia 0.00%
Mexico 3.72%
Peru 0.84%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.63%
United Kingdom 0.45%
2.71%
Belgium 0.00%
Greece 1.36%
Ireland 0.92%
Netherlands 0.00%
Switzerland 0.31%
1.76%
Czech Republic 0.00%
Poland 0.33%
Turkey 0.00%
5.71%
Egypt 0.00%
Qatar 0.00%
Saudi Arabia 1.59%
South Africa 3.58%
United Arab Emirates 0.53%
Greater Asia 75.51%
Japan 0.00%
0.68%
Australia 0.68%
38.48%
Hong Kong 3.61%
Singapore 0.86%
South Korea 14.94%
Taiwan 19.06%
36.35%
China 20.72%
India 11.98%
Indonesia 1.18%
Malaysia 0.45%
Philippines 0.58%
Thailand 1.43%
Unidentified Region 1.10%

Stock Sector Exposure

Cyclical
40.38%
Materials
6.89%
Consumer Discretionary
10.62%
Financials
22.54%
Real Estate
0.34%
Sensitive
51.14%
Communication Services
9.84%
Energy
3.48%
Industrials
7.88%
Information Technology
29.94%
Defensive
6.39%
Consumer Staples
2.15%
Health Care
3.09%
Utilities
1.16%
Not Classified
2.09%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.08%
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