Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.44%
Stock 89.44%
Bond 1.62%
Convertible 0.00%
Preferred 6.50%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 73.53%
Mid 21.83%
Small 4.63%
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Region Exposure

% Developed Markets: 84.83%    % Emerging Markets: 12.73%    % Unidentified Markets: 2.44%

Americas 17.95%
5.21%
Canada 3.59%
United States 1.62%
12.73%
Brazil 5.87%
Mexico 6.86%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.51%
United Kingdom 13.71%
41.05%
Austria 1.02%
France 18.54%
Germany 5.80%
Italy 1.31%
Netherlands 6.10%
Spain 1.74%
Switzerland 6.54%
0.00%
Russia 0.00%
0.75%
Israel 0.75%
Greater Asia 24.11%
Japan 12.50%
0.00%
11.61%
Hong Kong 4.67%
Singapore 2.04%
South Korea 3.76%
Taiwan 1.13%
0.00%
Unidentified Region 2.44%

Stock Sector Exposure

Cyclical
25.72%
Materials
3.41%
Consumer Discretionary
13.80%
Financials
6.82%
Real Estate
1.69%
Sensitive
31.66%
Communication Services
5.26%
Energy
5.30%
Industrials
9.22%
Information Technology
11.88%
Defensive
39.39%
Consumer Staples
20.68%
Health Care
15.69%
Utilities
3.02%
Not Classified
3.23%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.23%
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