Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.48%
Stock 97.79%
Bond 0.70%
Convertible 0.00%
Preferred 1.03%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 65.16%
Mid 21.12%
Small 13.73%
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Region Exposure

% Developed Markets: 90.82%    % Emerging Markets: 8.80%    % Unidentified Markets: 0.38%

Americas 14.28%
11.25%
Canada 9.68%
United States 1.58%
3.02%
Brazil 1.03%
Mexico 1.99%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.30%
United Kingdom 27.87%
28.43%
Austria 1.73%
France 4.58%
Germany 3.63%
Ireland 4.50%
Netherlands 3.20%
Switzerland 9.39%
0.00%
0.00%
Greater Asia 29.04%
Japan 6.91%
1.92%
Australia 1.92%
14.43%
Hong Kong 2.37%
Singapore 1.41%
South Korea 5.14%
Taiwan 5.50%
5.78%
China 1.53%
India 4.25%
Unidentified Region 0.38%

Stock Sector Exposure

Cyclical
35.24%
Materials
5.08%
Consumer Discretionary
7.77%
Financials
22.39%
Real Estate
0.00%
Sensitive
38.67%
Communication Services
2.28%
Energy
6.79%
Industrials
18.97%
Information Technology
10.64%
Defensive
24.91%
Consumer Staples
14.13%
Health Care
8.80%
Utilities
1.99%
Not Classified
1.18%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.18%
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