Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.18%
Stock 98.86%
Bond 0.02%
Convertible 0.00%
Preferred 0.01%
Other 0.93%
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Market Capitalization

As of December 31, 2025
Large 66.46%
Mid 19.32%
Small 14.22%
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Region Exposure

% Developed Markets: 90.97%    % Emerging Markets: 8.18%    % Unidentified Markets: 0.86%

Americas 70.02%
66.34%
Canada 2.88%
United States 63.47%
3.68%
Brazil 1.04%
Mexico 0.97%
Peru 0.49%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.52%
United Kingdom 1.72%
13.80%
Belgium 0.40%
France 1.01%
Germany 1.16%
Greece 0.36%
Ireland 1.76%
Italy 2.60%
Netherlands 1.89%
Norway 0.00%
Spain 0.76%
Sweden 2.50%
Switzerland 1.37%
0.00%
1.00%
Saudi Arabia 0.20%
South Africa 0.80%
Greater Asia 12.59%
Japan 4.51%
0.20%
Australia 0.20%
3.60%
Hong Kong 0.40%
Singapore 0.33%
South Korea 0.40%
Taiwan 2.46%
4.28%
China 2.03%
India 1.22%
Indonesia 0.42%
Philippines 0.61%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
38.07%
Materials
2.58%
Consumer Discretionary
18.65%
Financials
14.21%
Real Estate
2.63%
Sensitive
50.98%
Communication Services
10.18%
Energy
1.82%
Industrials
13.34%
Information Technology
25.64%
Defensive
10.76%
Consumer Staples
4.31%
Health Care
6.45%
Utilities
0.00%
Not Classified
0.19%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.19%
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