Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.38%
Stock 96.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 94.79%
Mid 4.65%
Small 0.57%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 53.54%    % Emerging Markets: 46.54%    % Unidentified Markets: -0.08%

Americas 12.88%
3.39%
Canada 3.39%
9.49%
Brazil 5.53%
Mexico 1.97%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.77%
United Kingdom 0.00%
5.12%
Finland 0.58%
Greece 4.53%
3.27%
Poland 2.53%
Turkey 0.75%
4.38%
South Africa 2.45%
United Arab Emirates 1.93%
Greater Asia 74.43%
Japan 0.00%
0.00%
43.10%
Hong Kong 6.01%
Singapore 2.22%
South Korea 15.49%
Taiwan 19.37%
31.33%
China 20.36%
India 10.32%
Unidentified Region -0.08%

Stock Sector Exposure

Cyclical
43.55%
Materials
0.00%
Consumer Discretionary
11.54%
Financials
27.63%
Real Estate
4.39%
Sensitive
49.06%
Communication Services
11.12%
Energy
0.00%
Industrials
7.13%
Information Technology
30.81%
Defensive
7.39%
Consumer Staples
3.72%
Health Care
3.66%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
View Region Exposure
Start Trial

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