Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.51%
Stock 92.59%
Bond 4.69%
Convertible 0.00%
Preferred 0.00%
Other 0.21%
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Market Capitalization

As of December 31, 2025
Large 75.04%
Mid 14.34%
Small 10.62%
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Region Exposure

% Developed Markets: 97.47%    % Emerging Markets: 1.79%    % Unidentified Markets: 0.74%

Americas 61.03%
60.26%
Canada 4.68%
United States 55.58%
0.77%
Brazil 0.43%
Chile 0.00%
Mexico 0.04%
Peru 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.04%
United Kingdom 10.32%
14.88%
Austria 0.00%
Belgium 1.15%
Denmark 0.21%
France 2.59%
Germany 4.05%
Ireland 1.42%
Italy 1.38%
Netherlands 1.78%
Norway 0.05%
Portugal 0.02%
Spain 0.11%
Sweden 0.32%
Switzerland 1.74%
0.46%
Czech Republic 0.01%
Poland 0.01%
0.38%
Israel 0.02%
South Africa 0.24%
Greater Asia 12.19%
Japan 4.78%
1.00%
Australia 0.96%
5.96%
Hong Kong 0.45%
Singapore 0.34%
South Korea 1.86%
Taiwan 3.31%
0.45%
China 0.18%
India 0.20%
Indonesia 0.02%
Malaysia 0.02%
Thailand 0.02%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
32.89%
Materials
2.01%
Consumer Discretionary
7.70%
Financials
12.91%
Real Estate
10.27%
Sensitive
43.57%
Communication Services
7.54%
Energy
3.21%
Industrials
10.94%
Information Technology
21.89%
Defensive
19.91%
Consumer Staples
7.16%
Health Care
9.73%
Utilities
3.02%
Not Classified
3.62%
Non Classified Equity
0.62%
Not Classified - Non Equity
3.00%
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