Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.14%
Stock 95.33%
Bond 0.90%
Convertible 0.00%
Preferred 1.97%
Other 0.65%
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Market Capitalization

As of December 31, 2025
Large 68.85%
Mid 23.62%
Small 7.54%
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Region Exposure

% Developed Markets: 90.57%    % Emerging Markets: 7.69%    % Unidentified Markets: 1.74%

Americas 53.48%
49.29%
Canada 2.14%
United States 47.15%
4.18%
Brazil 1.42%
Mexico 1.19%
Peru 0.83%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.27%
United Kingdom 11.41%
20.86%
Belgium 0.95%
France 3.35%
Germany 6.34%
Ireland 3.80%
Netherlands 2.17%
Spain 1.04%
Switzerland 3.20%
0.00%
0.00%
Greater Asia 12.51%
Japan 0.71%
0.00%
7.54%
Hong Kong 2.58%
South Korea 1.59%
Taiwan 3.37%
4.26%
China 0.96%
India 3.29%
Unidentified Region 1.74%

Stock Sector Exposure

Cyclical
39.84%
Materials
5.92%
Consumer Discretionary
8.30%
Financials
24.43%
Real Estate
1.20%
Sensitive
33.00%
Communication Services
8.99%
Energy
3.65%
Industrials
11.92%
Information Technology
8.44%
Defensive
26.39%
Consumer Staples
2.93%
Health Care
22.80%
Utilities
0.65%
Not Classified
0.77%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.77%
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