Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.21%
Stock 95.09%
Bond 0.00%
Convertible 0.00%
Preferred 2.44%
Other 1.25%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 86.83%
Mid 10.06%
Small 3.10%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 45.12%    % Emerging Markets: 55.19%    % Unidentified Markets: -0.30%

Americas 13.86%
2.82%
Canada 1.07%
United States 1.75%
11.04%
Brazil 6.89%
Chile 1.05%
Colombia 0.06%
Mexico 2.68%
Peru 0.34%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.67%
United Kingdom 1.38%
2.16%
Greece 1.07%
Ireland 0.19%
Netherlands 0.20%
Portugal 0.42%
Switzerland 0.07%
2.08%
Poland 1.01%
Turkey 0.54%
8.05%
Qatar 0.11%
Saudi Arabia 1.11%
South Africa 5.25%
United Arab Emirates 1.37%
Greater Asia 72.78%
Japan 0.22%
0.00%
36.83%
Hong Kong 5.12%
Singapore 0.46%
South Korea 14.68%
Taiwan 16.45%
35.73%
China 17.33%
India 12.41%
Indonesia 2.17%
Kazakhstan 0.13%
Malaysia 0.59%
Philippines 0.59%
Thailand 1.89%
Unidentified Region -0.30%

Stock Sector Exposure

Cyclical
46.13%
Materials
4.57%
Consumer Discretionary
14.43%
Financials
24.86%
Real Estate
2.27%
Sensitive
42.58%
Communication Services
6.64%
Energy
2.95%
Industrials
9.94%
Information Technology
23.03%
Defensive
11.25%
Consumer Staples
8.27%
Health Care
2.24%
Utilities
0.74%
Not Classified
0.05%
Non Classified Equity
0.05%
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