Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.64%
Stock 91.07%
Bond 2.39%
Convertible 0.00%
Preferred 3.61%
Other -0.71%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 86.52%
Mid 8.16%
Small 5.32%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 46.95%    % Emerging Markets: 49.18%    % Unidentified Markets: 3.87%

Americas 2.52%
2.52%
United States 2.52%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.37%
United Kingdom 0.00%
2.83%
Ireland 2.83%
0.00%
0.54%
South Africa 0.54%
Greater Asia 90.24%
Japan 0.00%
0.00%
41.60%
Hong Kong 6.98%
Singapore 2.11%
South Korea 13.88%
Taiwan 18.64%
48.64%
China 29.99%
India 15.48%
Indonesia 2.00%
Philippines 1.17%
Unidentified Region 3.87%

Stock Sector Exposure

Cyclical
33.55%
Materials
1.77%
Consumer Discretionary
15.29%
Financials
16.48%
Real Estate
0.00%
Sensitive
53.62%
Communication Services
11.23%
Energy
1.00%
Industrials
8.80%
Information Technology
32.58%
Defensive
5.78%
Consumer Staples
1.01%
Health Care
4.77%
Utilities
0.00%
Not Classified
7.06%
Non Classified Equity
1.07%
Not Classified - Non Equity
5.99%
As of December 31, 2025
View Region Exposure
Start Trial

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