Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.35%
Stock 94.27%
Bond 1.88%
Convertible 0.00%
Preferred 0.98%
Other 1.52%
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Market Capitalization

As of December 31, 2025
Large 31.99%
Mid 38.27%
Small 29.74%
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Region Exposure

% Developed Markets: 43.43%    % Emerging Markets: 55.22%    % Unidentified Markets: 1.35%

Americas 14.83%
6.51%
Canada 1.97%
United States 4.54%
8.32%
Brazil 4.75%
Chile 0.37%
Mexico 1.75%
Peru 1.15%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.57%
United Kingdom 0.49%
6.00%
Belgium 0.57%
Germany 1.29%
Greece 2.03%
Netherlands 1.02%
4.83%
Poland 3.68%
Turkey 1.15%
7.25%
Saudi Arabia 2.15%
South Africa 3.45%
United Arab Emirates 1.65%
Greater Asia 65.24%
Japan 0.00%
0.00%
28.47%
Hong Kong 2.17%
South Korea 7.33%
Taiwan 18.25%
36.77%
China 9.60%
India 18.53%
Indonesia 3.36%
Malaysia 3.32%
Philippines 0.94%
Thailand 1.03%
Unidentified Region 1.35%

Stock Sector Exposure

Cyclical
40.17%
Materials
8.77%
Consumer Discretionary
17.03%
Financials
11.12%
Real Estate
3.25%
Sensitive
38.92%
Communication Services
0.97%
Energy
2.38%
Industrials
11.06%
Information Technology
24.51%
Defensive
16.22%
Consumer Staples
7.63%
Health Care
8.21%
Utilities
0.38%
Not Classified
4.69%
Non Classified Equity
1.40%
Not Classified - Non Equity
3.28%
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