Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.99%
Stock 89.49%
Bond 0.00%
Convertible 0.00%
Preferred 6.52%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 75.13%
Mid 20.37%
Small 4.50%
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Region Exposure

% Developed Markets: 86.23%    % Emerging Markets: 13.45%    % Unidentified Markets: 0.33%

Americas 17.44%
3.99%
Canada 3.99%
13.45%
Brazil 6.19%
Mexico 7.26%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.24%
United Kingdom 14.09%
42.22%
Austria 1.06%
France 18.01%
Germany 5.85%
Italy 2.56%
Netherlands 6.21%
Spain 1.78%
Switzerland 6.75%
0.00%
0.93%
Israel 0.93%
Greater Asia 25.00%
Japan 12.86%
0.00%
12.13%
Hong Kong 4.83%
Singapore 2.13%
South Korea 3.88%
Taiwan 1.30%
0.00%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
26.94%
Materials
3.23%
Consumer Discretionary
14.61%
Financials
7.29%
Real Estate
1.81%
Sensitive
31.73%
Communication Services
5.52%
Energy
6.48%
Industrials
8.33%
Information Technology
11.41%
Defensive
40.99%
Consumer Staples
21.85%
Health Care
16.26%
Utilities
2.88%
Not Classified
0.34%
Non Classified Equity
0.34%
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