Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.51%
Stock 97.51%
Bond 0.67%
Convertible 0.00%
Preferred 1.18%
Other 0.14%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 87.47%
Mid 9.17%
Small 3.36%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 44.09%    % Emerging Markets: 55.43%    % Unidentified Markets: 0.48%

Americas 7.72%
1.59%
United States 1.59%
6.13%
Brazil 3.61%
Chile 0.50%
Colombia 0.03%
Mexico 1.83%
Peru 0.03%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.09%
United Kingdom 0.02%
1.52%
Greece 0.27%
Ireland 0.74%
Switzerland 0.31%
2.15%
Czech Republic 0.01%
Poland 1.23%
Turkey 0.42%
8.39%
Egypt 0.04%
Qatar 0.76%
Saudi Arabia 2.91%
South Africa 3.14%
United Arab Emirates 1.55%
Greater Asia 79.70%
Japan 0.00%
0.00%
38.52%
Hong Kong 3.99%
Singapore 0.49%
South Korea 13.50%
Taiwan 20.55%
41.18%
China 22.31%
India 14.56%
Indonesia 1.01%
Malaysia 1.42%
Philippines 0.45%
Thailand 1.42%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
41.26%
Materials
6.39%
Consumer Discretionary
11.85%
Financials
22.10%
Real Estate
0.92%
Sensitive
50.12%
Communication Services
9.91%
Energy
3.86%
Industrials
6.53%
Information Technology
29.82%
Defensive
7.26%
Consumer Staples
2.59%
Health Care
3.00%
Utilities
1.67%
Not Classified
1.36%
Non Classified Equity
0.29%
Not Classified - Non Equity
1.08%
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