Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.98%
Stock 84.62%
Bond 11.12%
Convertible 0.00%
Preferred 1.28%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 27.87%
Mid 36.09%
Small 36.04%
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Region Exposure

% Developed Markets: 94.47%    % Emerging Markets: 0.93%    % Unidentified Markets: 4.61%

Americas 69.31%
68.62%
Canada 0.95%
United States 67.67%
0.68%
Mexico 0.16%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.87%
United Kingdom 2.98%
6.88%
Belgium 1.22%
France 1.54%
Germany 1.31%
Netherlands 0.44%
Spain 0.55%
Sweden 1.84%
0.00%
0.00%
Greater Asia 16.21%
Japan 7.64%
4.59%
Australia 4.59%
3.98%
Hong Kong 2.30%
Singapore 1.68%
0.00%
Unidentified Region 4.61%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
90.88%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
90.88%
Sensitive
0.64%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.64%
Defensive
0.44%
Consumer Staples
0.00%
Health Care
0.44%
Utilities
0.00%
Not Classified
8.04%
Non Classified Equity
5.23%
Not Classified - Non Equity
2.81%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 9.16%
Corporate 0.01%
Securitized 89.67%
Municipal 0.00%
Other 1.16%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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