Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.46%
Stock 95.65%
Bond 1.22%
Convertible 0.00%
Preferred 0.00%
Other 2.67%
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Market Capitalization

As of December 31, 2025
Large 74.14%
Mid 11.50%
Small 14.37%
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Region Exposure

% Developed Markets: 55.43%    % Emerging Markets: 44.11%    % Unidentified Markets: 0.46%

Americas 15.85%
4.67%
Canada 1.81%
United States 2.87%
11.17%
Brazil 2.64%
Colombia 0.95%
Mexico 5.33%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.64%
United Kingdom 5.67%
4.44%
Greece 2.14%
2.80%
Turkey 1.85%
5.73%
Saudi Arabia 1.01%
South Africa 3.49%
United Arab Emirates 1.23%
Greater Asia 65.05%
Japan 0.00%
0.00%
39.42%
Hong Kong 7.47%
Singapore 0.74%
South Korea 16.01%
Taiwan 15.20%
25.63%
China 13.46%
India 9.21%
Kazakhstan 1.50%
Philippines 1.46%
Unidentified Region 0.46%

Stock Sector Exposure

Cyclical
42.92%
Materials
5.59%
Consumer Discretionary
16.14%
Financials
18.82%
Real Estate
2.38%
Sensitive
49.69%
Communication Services
11.93%
Energy
4.80%
Industrials
8.88%
Information Technology
24.07%
Defensive
5.25%
Consumer Staples
3.60%
Health Care
1.65%
Utilities
0.00%
Not Classified
2.14%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.14%
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