Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 99.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.77%
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Market Capitalization

As of December 31, 2025
Large 46.82%
Mid 41.44%
Small 11.74%
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Region Exposure

% Developed Markets: 87.95%    % Emerging Markets: 11.27%    % Unidentified Markets: 0.77%

Americas 70.45%
64.59%
Canada 7.05%
United States 57.54%
5.86%
Brazil 2.33%
Mexico 3.53%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.09%
United Kingdom 7.15%
6.94%
France 3.64%
Italy 1.95%
Spain 1.35%
0.00%
0.00%
Greater Asia 14.69%
Japan 4.93%
2.96%
Australia 2.96%
1.38%
Hong Kong 1.38%
5.41%
Philippines 2.50%
Thailand 2.92%
Unidentified Region 0.77%

Stock Sector Exposure

Cyclical
5.48%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
5.48%
Sensitive
44.40%
Communication Services
1.36%
Energy
14.39%
Industrials
28.64%
Information Technology
0.00%
Defensive
50.12%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
50.12%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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