Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.63%
Stock 95.38%
Bond 2.04%
Convertible 0.00%
Preferred 0.80%
Other 2.41%
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Market Capitalization

As of December 31, 2025
Large 91.84%
Mid 7.05%
Small 1.11%
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Region Exposure

% Developed Markets: 43.58%    % Emerging Markets: 54.85%    % Unidentified Markets: 1.56%

Americas 19.47%
3.91%
Canada 0.00%
United States 3.91%
15.56%
Argentina 0.58%
Brazil 6.44%
Mexico 4.95%
Peru 3.50%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.22%
United Kingdom 0.43%
3.74%
Austria 0.37%
Greece 1.70%
Ireland 0.75%
Netherlands 0.00%
Switzerland 0.00%
2.22%
Turkey 1.03%
10.82%
Egypt 0.77%
Saudi Arabia 1.11%
South Africa 6.19%
United Arab Emirates 2.75%
Greater Asia 61.75%
Japan 0.00%
0.00%
32.75%
Hong Kong 3.16%
Singapore 0.25%
South Korea 15.09%
Taiwan 14.24%
29.00%
China 14.78%
India 10.25%
Indonesia 2.69%
Malaysia 0.56%
Thailand 0.72%
Unidentified Region 1.56%

Stock Sector Exposure

Cyclical
43.44%
Materials
6.09%
Consumer Discretionary
12.49%
Financials
22.47%
Real Estate
2.38%
Sensitive
46.18%
Communication Services
9.33%
Energy
1.98%
Industrials
8.79%
Information Technology
26.08%
Defensive
6.76%
Consumer Staples
4.83%
Health Care
1.69%
Utilities
0.24%
Not Classified
3.62%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.62%
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