Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 98.29%
Bond 0.00%
Convertible 0.00%
Preferred 1.18%
Other 0.53%
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Market Capitalization

As of December 31, 2025
Large 66.36%
Mid 16.38%
Small 17.27%
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Region Exposure

% Developed Markets: 51.01%    % Emerging Markets: 48.47%    % Unidentified Markets: 0.53%

Americas 12.41%
7.00%
United States 7.00%
5.41%
Argentina 1.56%
Brazil 3.85%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.91%
United Kingdom 0.36%
4.45%
Greece 1.52%
4.08%
Turkey 2.27%
1.01%
Saudi Arabia 1.01%
Greater Asia 77.15%
Japan 0.00%
0.00%
39.18%
Hong Kong 3.61%
South Korea 17.61%
Taiwan 17.96%
37.97%
China 15.11%
India 20.40%
Indonesia 0.59%
Kazakhstan 0.08%
Philippines 0.22%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
39.58%
Materials
0.00%
Consumer Discretionary
16.72%
Financials
19.78%
Real Estate
3.08%
Sensitive
54.09%
Communication Services
3.39%
Energy
0.00%
Industrials
17.62%
Information Technology
33.08%
Defensive
6.25%
Consumer Staples
1.69%
Health Care
3.35%
Utilities
1.21%
Not Classified
0.09%
Non Classified Equity
0.09%
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