Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.75%
Stock 97.43%
Bond 0.77%
Convertible 0.00%
Preferred 0.48%
Other 0.57%
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Market Capitalization

As of December 31, 2025
Large 86.55%
Mid 10.48%
Small 2.97%
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Region Exposure

% Developed Markets: 80.16%    % Emerging Markets: 19.18%    % Unidentified Markets: 0.66%

Americas 11.65%
7.69%
Canada 5.27%
United States 2.42%
3.96%
Brazil 1.77%
Chile 0.16%
Colombia 0.02%
Mexico 1.04%
Peru 0.28%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.51%
United Kingdom 9.48%
31.47%
Austria 0.51%
Belgium 0.50%
Denmark 0.78%
Finland 0.44%
France 5.20%
Germany 7.46%
Greece 0.34%
Ireland 1.11%
Italy 1.65%
Netherlands 3.88%
Norway 0.18%
Portugal 0.28%
Spain 1.97%
Sweden 1.24%
Switzerland 5.35%
0.44%
Czech Republic 0.04%
Poland 0.12%
Turkey 0.20%
3.12%
Egypt 0.01%
Israel 0.66%
Qatar 0.17%
Saudi Arabia 0.74%
South Africa 0.81%
United Arab Emirates 0.55%
Greater Asia 43.19%
Japan 12.15%
3.09%
Australia 2.97%
14.31%
Hong Kong 2.15%
Singapore 1.98%
South Korea 3.25%
Taiwan 6.92%
13.63%
China 7.52%
India 5.06%
Indonesia 0.27%
Malaysia 0.36%
Philippines 0.10%
Thailand 0.31%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
39.56%
Materials
5.52%
Consumer Discretionary
9.74%
Financials
23.02%
Real Estate
1.28%
Sensitive
43.34%
Communication Services
6.28%
Energy
3.79%
Industrials
17.89%
Information Technology
15.37%
Defensive
15.37%
Consumer Staples
4.99%
Health Care
7.77%
Utilities
2.60%
Not Classified
1.73%
Non Classified Equity
0.30%
Not Classified - Non Equity
1.43%
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