Asset Allocation

As of December 31, 2025.
Type % Net
Cash 11.09%
Stock 83.64%
Bond 1.03%
Convertible 0.00%
Preferred 0.93%
Other 3.31%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 89.88%    % Emerging Markets: 7.78%    % Unidentified Markets: 2.34%

Americas 62.85%
60.63%
Canada 17.00%
United States 43.63%
2.22%
Brazil 0.71%
Chile 0.15%
Mexico 0.58%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.31%
United Kingdom 5.98%
19.32%
Denmark 0.58%
Finland 0.62%
France 4.23%
Germany 4.38%
Ireland 0.71%
Italy 1.17%
Netherlands 1.33%
Norway 0.31%
Spain 0.00%
Sweden 0.96%
Switzerland 5.03%
0.59%
Czech Republic 0.03%
Poland 0.42%
Turkey 0.07%
1.42%
Saudi Arabia 0.62%
South Africa 0.80%
Greater Asia 7.50%
Japan 0.00%
0.00%
Australia 0.00%
3.18%
Hong Kong 0.01%
Singapore 0.00%
South Korea 0.76%
Taiwan 2.41%
4.32%
China 2.12%
India 0.76%
Indonesia 0.40%
Malaysia 0.47%
Philippines 0.09%
Thailand 0.47%
Unidentified Region 2.34%

Stock Sector Exposure

Cyclical
27.33%
Materials
4.48%
Consumer Discretionary
5.98%
Financials
15.85%
Real Estate
1.03%
Sensitive
40.25%
Communication Services
7.17%
Energy
16.38%
Industrials
7.39%
Information Technology
9.31%
Defensive
31.49%
Consumer Staples
6.39%
Health Care
13.16%
Utilities
11.94%
Not Classified
0.93%
Non Classified Equity
0.92%
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