Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.63%
Stock 90.85%
Bond 0.00%
Convertible 0.00%
Preferred 6.52%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 45.00%
Mid 20.52%
Small 34.47%
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Region Exposure

% Developed Markets: 83.99%    % Emerging Markets: 16.01%    % Unidentified Markets: 0.00%

Americas 42.66%
29.81%
Canada 3.99%
United States 25.82%
12.85%
Brazil 4.44%
Mexico 6.42%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.44%
United Kingdom 9.95%
29.95%
Austria 2.21%
France 7.16%
Germany 3.15%
Ireland 1.28%
Netherlands 2.07%
Spain 2.99%
Switzerland 3.64%
2.54%
0.00%
Greater Asia 14.89%
Japan 2.09%
0.00%
12.18%
Hong Kong 5.08%
South Korea 5.69%
Taiwan 1.41%
0.62%
Malaysia 0.62%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
32.04%
Materials
2.29%
Consumer Discretionary
10.69%
Financials
15.07%
Real Estate
3.98%
Sensitive
39.73%
Communication Services
10.69%
Energy
6.33%
Industrials
9.77%
Information Technology
12.93%
Defensive
28.22%
Consumer Staples
13.07%
Health Care
15.15%
Utilities
0.00%
Not Classified
0.01%
Non Classified Equity
0.01%
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