Asset Allocation

As of December 31, 2025.
Type % Net
Cash -1.39%
Stock 96.39%
Bond 0.00%
Convertible 0.00%
Preferred 4.99%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 73.19%
Mid 15.03%
Small 11.78%
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Region Exposure

% Developed Markets: 46.04%    % Emerging Markets: 55.35%    % Unidentified Markets: -1.39%

Americas 9.44%
0.00%
9.44%
Brazil 5.04%
Mexico 1.92%
Peru 0.82%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.89%
United Kingdom 3.01%
5.84%
Greece 2.10%
Ireland 0.84%
Netherlands 1.95%
3.93%
Poland 1.18%
Turkey 1.43%
6.11%
Egypt 1.26%
Saudi Arabia 2.28%
United Arab Emirates 2.58%
Greater Asia 73.06%
Japan 0.00%
0.00%
34.61%
Hong Kong 4.18%
Singapore 3.41%
South Korea 12.66%
Taiwan 14.36%
38.45%
China 17.79%
India 17.43%
Kazakhstan 1.43%
Philippines 1.79%
Unidentified Region -1.39%

Stock Sector Exposure

Cyclical
44.61%
Materials
0.00%
Consumer Discretionary
17.88%
Financials
20.13%
Real Estate
6.59%
Sensitive
47.90%
Communication Services
8.17%
Energy
3.35%
Industrials
11.06%
Information Technology
25.32%
Defensive
6.08%
Consumer Staples
1.55%
Health Care
4.52%
Utilities
0.00%
Not Classified
1.41%
Non Classified Equity
1.41%
Not Classified - Non Equity
0.00%
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