Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.35%
Stock 97.86%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.78%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 93.34%
Mid 5.18%
Small 1.47%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 52.80%    % Emerging Markets: 46.51%    % Unidentified Markets: 0.69%

Americas 9.27%
0.79%
United States 0.79%
8.48%
Brazil 4.48%
Chile 1.13%
Mexico 0.69%
Peru 0.76%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.88%
United Kingdom 0.54%
2.62%
Greece 2.32%
Switzerland 0.31%
2.43%
Czech Republic 0.35%
Poland 0.33%
Turkey 0.57%
6.28%
Saudi Arabia 0.34%
South Africa 3.77%
United Arab Emirates 2.18%
Greater Asia 78.16%
Japan 0.00%
0.00%
46.66%
Hong Kong 5.15%
Singapore 2.71%
South Korea 15.65%
Taiwan 23.16%
31.49%
China 15.65%
India 13.38%
Indonesia 0.75%
Kazakhstan 0.22%
Philippines 1.01%
Thailand 0.48%
Unidentified Region 0.69%

Stock Sector Exposure

Cyclical
35.12%
Materials
1.47%
Consumer Discretionary
14.40%
Financials
17.96%
Real Estate
1.29%
Sensitive
61.23%
Communication Services
10.59%
Energy
1.76%
Industrials
13.72%
Information Technology
35.16%
Defensive
3.65%
Consumer Staples
0.55%
Health Care
2.76%
Utilities
0.34%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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