Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.27%
Stock 90.26%
Bond 0.00%
Convertible 0.00%
Preferred 2.80%
Other 6.67%
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Market Capitalization

As of December 31, 2025
Large 88.16%
Mid 9.54%
Small 2.30%
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Region Exposure

% Developed Markets: 37.30%    % Emerging Markets: 56.12%    % Unidentified Markets: 6.58%

Americas 16.12%
2.37%
Canada 1.18%
United States 1.19%
13.75%
Argentina 0.02%
Brazil 8.73%
Chile 0.50%
Colombia 0.00%
Mexico 1.14%
Peru 1.37%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.53%
United Kingdom 0.41%
0.67%
Belgium 0.00%
Greece 0.10%
Ireland 0.11%
Netherlands 0.00%
Switzerland 0.15%
3.53%
Czech Republic 0.00%
Poland 0.63%
Turkey 0.58%
3.93%
Egypt 0.00%
Qatar 0.00%
Saudi Arabia 1.00%
South Africa 1.54%
United Arab Emirates 1.39%
Greater Asia 68.76%
Japan 0.00%
0.00%
32.46%
Hong Kong 7.69%
Singapore 1.94%
South Korea 9.14%
Taiwan 13.68%
36.31%
China 21.27%
India 9.78%
Indonesia 1.45%
Kazakhstan 0.52%
Malaysia 0.01%
Philippines 0.00%
Thailand 2.47%
Unidentified Region 6.58%

Stock Sector Exposure

Cyclical
44.15%
Materials
7.49%
Consumer Discretionary
14.46%
Financials
20.14%
Real Estate
2.06%
Sensitive
39.76%
Communication Services
7.31%
Energy
3.96%
Industrials
7.19%
Information Technology
21.30%
Defensive
8.95%
Consumer Staples
5.50%
Health Care
1.24%
Utilities
2.20%
Not Classified
7.15%
Non Classified Equity
0.52%
Not Classified - Non Equity
6.63%
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