Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.32%
Stock 95.27%
Bond 2.83%
Convertible 0.00%
Preferred 0.45%
Other 0.13%
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Market Capitalization

As of December 31, 2025
Large 90.62%
Mid 7.77%
Small 1.61%
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Region Exposure

% Developed Markets: 59.53%    % Emerging Markets: 39.12%    % Unidentified Markets: 1.36%

Americas 27.63%
17.11%
Canada 2.17%
United States 14.94%
10.52%
Argentina 0.10%
Brazil 5.10%
Chile 0.06%
Colombia 0.12%
Mexico 2.32%
Peru 0.23%
Venezuela 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.83%
United Kingdom 3.46%
13.86%
Austria 0.01%
Belgium 0.18%
Denmark 1.33%
France 2.60%
Germany 0.75%
Greece 0.88%
Ireland 0.28%
Italy 0.88%
Netherlands 2.71%
Spain 1.67%
Sweden 0.01%
Switzerland 2.17%
0.92%
Czech Republic 0.03%
Poland 0.26%
Turkey 0.41%
5.59%
Egypt 0.23%
Israel 0.18%
Nigeria 0.04%
Qatar 0.08%
Saudi Arabia 0.99%
South Africa 2.40%
United Arab Emirates 1.54%
Greater Asia 47.18%
Japan 3.35%
0.00%
19.64%
Hong Kong 2.92%
Singapore 1.92%
South Korea 5.38%
Taiwan 9.37%
24.19%
China 10.43%
India 10.50%
Indonesia 0.50%
Kazakhstan 0.08%
Malaysia 0.24%
Philippines 1.55%
Thailand 0.77%
Unidentified Region 1.36%

Stock Sector Exposure

Cyclical
38.97%
Materials
6.58%
Consumer Discretionary
13.05%
Financials
17.95%
Real Estate
1.40%
Sensitive
48.28%
Communication Services
10.12%
Energy
2.27%
Industrials
12.49%
Information Technology
23.39%
Defensive
11.16%
Consumer Staples
4.60%
Health Care
5.36%
Utilities
1.20%
Not Classified
1.59%
Non Classified Equity
0.23%
Not Classified - Non Equity
1.36%
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