Asset Allocation

As of December 31, 2025.
Type % Net
Cash 5.15%
Stock 88.65%
Bond 3.38%
Convertible 0.00%
Preferred 3.40%
Other -0.58%
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Market Capitalization

As of December 31, 2025
Large 86.50%
Mid 8.19%
Small 5.31%
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Region Exposure

% Developed Markets: 46.65%    % Emerging Markets: 48.17%    % Unidentified Markets: 5.18%

Americas 3.57%
3.57%
United States 3.57%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.24%
United Kingdom 0.00%
2.72%
Ireland 2.72%
0.00%
0.52%
South Africa 0.52%
Greater Asia 88.01%
Japan 0.00%
0.00%
40.36%
Hong Kong 6.76%
Singapore 2.04%
South Korea 13.55%
Taiwan 18.01%
47.65%
China 29.63%
India 14.94%
Indonesia 1.95%
Philippines 1.13%
Unidentified Region 5.18%

Stock Sector Exposure

Cyclical
32.56%
Materials
1.73%
Consumer Discretionary
14.81%
Financials
16.02%
Real Estate
0.00%
Sensitive
52.48%
Communication Services
11.36%
Energy
0.98%
Industrials
8.52%
Information Technology
31.62%
Defensive
5.68%
Consumer Staples
1.01%
Health Care
4.67%
Utilities
0.00%
Not Classified
9.28%
Non Classified Equity
0.79%
Not Classified - Non Equity
8.48%
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