Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.01%
Stock 90.76%
Bond 0.00%
Convertible 0.00%
Preferred 0.09%
Other 9.16%
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Market Capitalization

As of December 31, 2025
Large 0.06%
Mid 7.96%
Small 91.98%
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Region Exposure

% Developed Markets: 88.69%    % Emerging Markets: 2.51%    % Unidentified Markets: 8.80%

Americas 22.85%
20.65%
Canada 2.47%
United States 18.18%
2.21%
Brazil 0.23%
Mexico 0.24%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.59%
United Kingdom 10.41%
16.47%
Austria 0.86%
Belgium 0.40%
Denmark 0.96%
Finland 1.21%
France 2.73%
Germany 1.95%
Greece 0.04%
Ireland 0.73%
Italy 0.70%
Netherlands 1.02%
Norway 0.99%
Spain 1.48%
Sweden 2.29%
Switzerland 0.59%
0.02%
Poland 0.02%
0.69%
Israel 0.46%
South Africa 0.00%
United Arab Emirates 0.23%
Greater Asia 40.75%
Japan 31.48%
2.07%
Australia 1.54%
5.56%
Hong Kong 1.52%
Singapore 1.56%
South Korea 2.37%
Taiwan 0.11%
1.63%
China 1.02%
Indonesia 0.35%
Malaysia 0.02%
Philippines 0.25%
Unidentified Region 8.80%

Stock Sector Exposure

Cyclical
41.38%
Materials
5.86%
Consumer Discretionary
17.26%
Financials
14.92%
Real Estate
3.34%
Sensitive
45.41%
Communication Services
4.83%
Energy
4.05%
Industrials
27.78%
Information Technology
8.75%
Defensive
12.97%
Consumer Staples
6.50%
Health Care
6.24%
Utilities
0.23%
Not Classified
0.24%
Non Classified Equity
0.24%
Not Classified - Non Equity
0.00%
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