Asset Allocation

As of December 31, 2025.
Type % Net
Cash -6.99%
Stock 98.78%
Bond 0.00%
Convertible 0.00%
Preferred 7.39%
Other 0.82%
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Market Capitalization

As of December 31, 2025
Large 93.42%
Mid 5.23%
Small 1.35%
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Region Exposure

% Developed Markets: 37.61%    % Emerging Markets: 62.07%    % Unidentified Markets: 0.32%

Americas 6.62%
-6.16%
Canada 0.63%
United States -6.79%
12.79%
Brazil 8.13%
Mexico 3.85%
Peru 0.80%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.86%
United Kingdom 1.11%
2.33%
Finland 1.35%
Portugal 0.98%
0.00%
10.42%
Saudi Arabia 4.82%
South Africa 1.50%
United Arab Emirates 4.10%
Greater Asia 79.20%
Japan 0.00%
0.00%
36.24%
Hong Kong 8.30%
South Korea 12.58%
Taiwan 15.36%
42.96%
China 22.31%
India 10.07%
Indonesia 4.91%
Kazakhstan 0.65%
Malaysia 1.98%
Philippines 1.93%
Thailand 1.10%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
41.24%
Materials
4.67%
Consumer Discretionary
12.81%
Financials
22.40%
Real Estate
1.35%
Sensitive
48.04%
Communication Services
12.03%
Energy
6.36%
Industrials
8.02%
Information Technology
21.63%
Defensive
10.11%
Consumer Staples
6.51%
Health Care
2.22%
Utilities
1.38%
Not Classified
0.61%
Non Classified Equity
0.61%
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