Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 96.09%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.91%
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Market Capitalization

As of December 31, 2025
Large 87.68%
Mid 10.83%
Small 1.49%
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Region Exposure

% Developed Markets: 36.77%    % Emerging Markets: 59.32%    % Unidentified Markets: 3.91%

Americas 18.19%
1.15%
United States 1.15%
17.04%
Brazil 10.35%
Mexico 5.30%
Peru 0.85%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.72%
United Kingdom 0.83%
4.91%
France 0.67%
Greece 2.49%
3.37%
Turkey 0.87%
8.61%
Egypt 0.91%
South Africa 7.71%
Greater Asia 60.18%
Japan 0.00%
0.00%
29.88%
Hong Kong 2.48%
Singapore 1.49%
South Korea 11.24%
Taiwan 14.68%
30.30%
China 16.27%
India 6.94%
Indonesia 4.70%
Philippines 0.91%
Thailand 1.48%
Unidentified Region 3.91%

Stock Sector Exposure

Cyclical
41.50%
Materials
5.48%
Consumer Discretionary
10.31%
Financials
25.71%
Real Estate
0.00%
Sensitive
43.34%
Communication Services
7.95%
Energy
5.78%
Industrials
6.62%
Information Technology
23.00%
Defensive
11.33%
Consumer Staples
6.44%
Health Care
3.17%
Utilities
1.71%
Not Classified
3.83%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.83%
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