Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.57%
Stock 97.82%
Bond 0.57%
Convertible 0.00%
Preferred 0.00%
Other 1.04%
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Market Capitalization

As of December 31, 2025
Large 75.20%
Mid 17.25%
Small 7.55%
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Region Exposure

% Developed Markets: 97.99%    % Emerging Markets: 1.39%    % Unidentified Markets: 0.62%

Americas 62.32%
62.06%
Canada 18.13%
United States 43.93%
0.26%
Brazil 0.13%
Chile 0.02%
Mexico 0.11%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.77%
United Kingdom 7.40%
16.04%
Denmark 0.17%
Finland 0.61%
France 2.98%
Germany 2.14%
Ireland 0.68%
Italy 2.20%
Netherlands 1.75%
Norway 0.67%
Spain 1.62%
Sweden 1.62%
Switzerland 1.59%
0.12%
Czech Republic 0.00%
Poland 0.09%
Turkey 0.01%
0.22%
Saudi Arabia 0.12%
South Africa 0.10%
Greater Asia 13.29%
Japan 5.90%
3.98%
Australia 3.98%
2.61%
Hong Kong 1.44%
Singapore 0.69%
South Korea 0.07%
Taiwan 0.41%
0.80%
China 0.46%
India 0.10%
Indonesia 0.08%
Malaysia 0.06%
Philippines 0.01%
Thailand 0.08%
Unidentified Region 0.62%

Stock Sector Exposure

Cyclical
41.22%
Materials
7.86%
Consumer Discretionary
4.76%
Financials
21.79%
Real Estate
6.82%
Sensitive
37.58%
Communication Services
3.63%
Energy
10.52%
Industrials
7.86%
Information Technology
15.56%
Defensive
19.67%
Consumer Staples
4.58%
Health Care
6.30%
Utilities
8.80%
Not Classified
1.52%
Non Classified Equity
0.53%
Not Classified - Non Equity
0.99%
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