Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.15%
Stock 100.2%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.33%
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Market Capitalization

As of December 31, 2025
Large 35.91%
Mid 32.11%
Small 31.98%
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Region Exposure

% Developed Markets: 44.18%    % Emerging Markets: 56.15%    % Unidentified Markets: -0.33%

Americas 12.12%
3.72%
Canada 1.19%
United States 2.53%
8.40%
Argentina 1.45%
Brazil 4.81%
Chile 0.14%
Mexico 1.30%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.52%
United Kingdom 1.48%
5.79%
Greece 1.64%
2.62%
Russia 0.01%
Turkey 1.53%
3.63%
Saudi Arabia 0.67%
South Africa 2.97%
Greater Asia 74.69%
Japan 0.00%
0.00%
33.19%
Hong Kong 0.97%
South Korea 12.17%
Taiwan 20.06%
41.50%
China 7.67%
India 26.09%
Indonesia 1.12%
Philippines 1.88%
Unidentified Region -0.33%

Stock Sector Exposure

Cyclical
39.37%
Materials
1.19%
Consumer Discretionary
16.73%
Financials
18.72%
Real Estate
2.73%
Sensitive
47.39%
Communication Services
3.07%
Energy
2.50%
Industrials
16.71%
Information Technology
25.11%
Defensive
12.20%
Consumer Staples
4.55%
Health Care
7.66%
Utilities
0.00%
Not Classified
1.04%
Non Classified Equity
1.04%
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