Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.00%
Stock 96.66%
Bond 0.62%
Convertible 0.00%
Preferred 1.69%
Other 0.03%
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Market Capitalization

As of December 31, 2025
Large 72.34%
Mid 19.53%
Small 8.14%
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Region Exposure

% Developed Markets: 45.95%    % Emerging Markets: 49.12%    % Unidentified Markets: 4.93%

Americas 8.59%
3.03%
United States 3.03%
5.56%
Argentina 0.23%
Brazil 2.54%
Chile 0.21%
Mexico 1.59%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.93%
United Kingdom 0.16%
2.66%
Austria 0.30%
Greece 0.21%
Ireland 0.86%
Switzerland 0.60%
1.36%
Poland 0.55%
Turkey 0.63%
6.75%
Qatar 0.20%
Saudi Arabia 3.83%
South Africa 1.58%
United Arab Emirates 1.03%
Greater Asia 75.55%
Japan 0.00%
0.00%
38.26%
Hong Kong 4.28%
South Korea 13.12%
Taiwan 20.86%
37.29%
China 17.17%
India 16.44%
Indonesia 0.78%
Kazakhstan 0.15%
Malaysia 0.74%
Philippines 0.32%
Thailand 0.55%
Unidentified Region 4.93%

Stock Sector Exposure

Cyclical
34.15%
Materials
6.42%
Consumer Discretionary
9.51%
Financials
16.62%
Real Estate
1.60%
Sensitive
50.22%
Communication Services
5.46%
Energy
3.23%
Industrials
13.23%
Information Technology
28.29%
Defensive
9.58%
Consumer Staples
3.47%
Health Care
3.80%
Utilities
2.31%
Not Classified
6.05%
Non Classified Equity
4.82%
Not Classified - Non Equity
1.23%
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