Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.28%
Stock 96.87%
Bond 1.75%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of December 31, 2025
Large 76.43%
Mid 22.40%
Small 1.16%
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Region Exposure

% Developed Markets: 89.36%    % Emerging Markets: 9.22%    % Unidentified Markets: 1.42%

Americas 7.94%
7.94%
Canada 6.24%
United States 1.70%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.43%
United Kingdom 11.43%
36.00%
France 8.80%
Germany 7.53%
Italy 7.37%
Netherlands 0.05%
Spain 5.94%
Sweden 2.17%
Switzerland 2.08%
0.00%
0.00%
Greater Asia 43.21%
Japan 15.96%
0.00%
18.02%
Hong Kong 1.88%
Singapore 3.05%
South Korea 6.71%
Taiwan 6.38%
9.22%
China 4.13%
India 1.49%
Malaysia 1.92%
Thailand 1.69%
Unidentified Region 1.42%

Stock Sector Exposure

Cyclical
42.06%
Materials
3.76%
Consumer Discretionary
8.46%
Financials
29.81%
Real Estate
0.02%
Sensitive
38.63%
Communication Services
2.28%
Energy
4.19%
Industrials
17.13%
Information Technology
15.04%
Defensive
16.24%
Consumer Staples
7.91%
Health Care
6.36%
Utilities
1.97%
Not Classified
3.07%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.07%
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