Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.98%
Stock 94.30%
Bond 0.00%
Convertible 0.00%
Preferred 1.33%
Other 0.38%
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Market Capitalization

As of December 31, 2025
Large 90.50%
Mid 6.96%
Small 2.54%
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Region Exposure

% Developed Markets: 46.05%    % Emerging Markets: 53.78%    % Unidentified Markets: 0.17%

Americas 13.44%
4.54%
Canada 0.02%
United States 4.52%
8.90%
Brazil 5.32%
Chile 0.21%
Colombia 0.06%
Mexico 2.34%
Peru 0.34%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.92%
United Kingdom 0.98%
2.26%
France 0.10%
Greece 0.87%
Ireland 0.42%
Netherlands 0.28%
Switzerland 0.07%
2.31%
Czech Republic 0.06%
Poland 1.10%
Russia 0.00%
Turkey 0.48%
7.38%
Egypt 0.29%
Qatar 0.26%
Saudi Arabia 2.37%
South Africa 3.28%
United Arab Emirates 0.91%
Greater Asia 73.47%
Japan 0.00%
0.02%
Australia 0.02%
36.69%
Hong Kong 4.16%
Singapore 1.26%
South Korea 13.24%
Taiwan 18.03%
36.76%
China 18.80%
India 14.71%
Indonesia 1.46%
Kazakhstan 0.17%
Malaysia 0.48%
Pakistan 0.00%
Philippines 0.51%
Thailand 0.62%
Unidentified Region 0.17%

Stock Sector Exposure

Cyclical
41.55%
Materials
4.49%
Consumer Discretionary
12.58%
Financials
23.08%
Real Estate
1.40%
Sensitive
50.01%
Communication Services
8.85%
Energy
3.71%
Industrials
8.08%
Information Technology
29.37%
Defensive
8.24%
Consumer Staples
3.75%
Health Care
3.29%
Utilities
1.20%
Not Classified
0.20%
Non Classified Equity
0.20%
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