Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.09%
Stock 90.77%
Bond 1.50%
Convertible 0.00%
Preferred 5.36%
Other 1.29%
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Market Capitalization

As of December 31, 2025
Large 98.06%
Mid 1.85%
Small 0.09%
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Region Exposure

% Developed Markets: 32.97%    % Emerging Markets: 67.44%    % Unidentified Markets: -0.40%

Americas 28.22%
6.02%
United States 6.02%
22.20%
Argentina 0.46%
Brazil 20.19%
Mexico 0.86%
Peru 0.68%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.84%
United Kingdom 2.21%
4.96%
Austria 0.79%
France 2.11%
Greece 1.24%
Switzerland 0.82%
1.79%
Poland 0.83%
8.87%
Saudi Arabia 2.22%
South Africa 0.71%
United Arab Emirates 5.94%
Greater Asia 54.35%
Japan 0.00%
0.00%
13.83%
Hong Kong 1.89%
Singapore 3.47%
South Korea 1.76%
Taiwan 6.71%
40.52%
China 5.18%
India 30.57%
Indonesia 2.13%
Philippines 0.51%
Thailand 2.13%
Unidentified Region -0.40%

Stock Sector Exposure

Cyclical
35.12%
Materials
3.11%
Consumer Discretionary
0.46%
Financials
30.10%
Real Estate
1.44%
Sensitive
36.12%
Communication Services
8.85%
Energy
7.88%
Industrials
11.09%
Information Technology
8.30%
Defensive
26.18%
Consumer Staples
13.52%
Health Care
1.54%
Utilities
11.12%
Not Classified
2.59%
Non Classified Equity
0.01%
Not Classified - Non Equity
2.58%
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