Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.26%
Stock 96.27%
Bond 0.42%
Convertible 0.00%
Preferred 2.87%
Other -0.81%
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Market Capitalization

As of December 31, 2025
Large 86.86%
Mid 11.69%
Small 1.45%
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Region Exposure

% Developed Markets: 87.85%    % Emerging Markets: 11.76%    % Unidentified Markets: 0.39%

Americas 14.24%
8.09%
Canada 3.18%
United States 4.92%
6.15%
Brazil 2.22%
Mexico 2.01%
Peru 1.29%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.84%
United Kingdom 19.28%
45.56%
Belgium 1.41%
France 9.88%
Germany 8.50%
Ireland 6.47%
Netherlands 3.99%
Norway 0.17%
Spain 4.10%
Switzerland 10.34%
0.00%
0.00%
Greater Asia 20.52%
Japan 5.68%
0.00%
8.59%
Hong Kong 3.73%
South Korea 1.56%
Taiwan 3.30%
6.25%
China 2.74%
India 3.51%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
45.73%
Materials
7.60%
Consumer Discretionary
10.13%
Financials
27.30%
Real Estate
0.69%
Sensitive
30.50%
Communication Services
5.27%
Energy
5.20%
Industrials
10.38%
Information Technology
9.64%
Defensive
22.71%
Consumer Staples
7.41%
Health Care
15.30%
Utilities
0.00%
Not Classified
1.07%
Non Classified Equity
0.39%
Not Classified - Non Equity
0.68%
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