Asset Allocation

As of December 31, 2025.
Type % Net
Cash 4.09%
Stock 96.39%
Bond 1.64%
Convertible 0.00%
Preferred 0.58%
Other -2.71%
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Market Capitalization

As of December 31, 2025
Large 88.84%
Mid 10.49%
Small 0.68%
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Region Exposure

% Developed Markets: 83.09%    % Emerging Markets: 17.06%    % Unidentified Markets: -0.15%

Americas 12.12%
10.22%
Canada 8.35%
United States 1.87%
1.90%
Brazil 0.81%
Chile 0.18%
Colombia 0.08%
Mexico 0.69%
Peru 0.14%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.46%
United Kingdom 8.82%
30.96%
Austria 0.07%
Belgium 0.31%
Denmark 1.97%
Finland 0.81%
France 7.70%
Germany 2.55%
Greece 0.25%
Ireland 0.33%
Italy 1.66%
Netherlands 4.54%
Norway 0.59%
Portugal 0.16%
Spain 1.60%
Sweden 2.30%
Switzerland 5.47%
0.56%
Czech Republic 0.04%
Poland 0.36%
Turkey 0.12%
3.12%
Egypt 0.03%
Israel 0.04%
Qatar 0.17%
Saudi Arabia 0.51%
South Africa 1.68%
United Arab Emirates 0.53%
Greater Asia 44.57%
Japan 13.99%
3.06%
Australia 2.94%
15.14%
Hong Kong 3.75%
Singapore 0.77%
South Korea 1.82%
Taiwan 8.81%
12.38%
China 7.39%
India 3.97%
Indonesia 0.14%
Malaysia 0.55%
Philippines 0.04%
Thailand 0.29%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
41.19%
Materials
6.42%
Consumer Discretionary
9.78%
Financials
23.51%
Real Estate
1.48%
Sensitive
38.51%
Communication Services
7.64%
Energy
3.60%
Industrials
12.94%
Information Technology
14.32%
Defensive
16.17%
Consumer Staples
5.40%
Health Care
7.48%
Utilities
3.29%
Not Classified
4.14%
Non Classified Equity
0.18%
Not Classified - Non Equity
3.95%
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