Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.52%
Stock 93.97%
Bond 3.87%
Convertible 0.00%
Preferred 0.55%
Other 0.10%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 88.40%    % Emerging Markets: 11.56%    % Unidentified Markets: 0.04%

Americas 33.30%
30.16%
Canada 6.39%
United States 23.77%
3.15%
Argentina 0.03%
Brazil 1.26%
Chile 0.05%
Colombia 0.04%
Mexico 1.33%
Peru 0.07%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.27%
United Kingdom 7.13%
25.06%
Austria 0.18%
Belgium 0.59%
Denmark 0.85%
Finland 0.52%
France 5.23%
Germany 4.57%
Greece 0.13%
Ireland 0.49%
Italy 1.80%
Netherlands 2.17%
Norway 0.44%
Portugal 0.20%
Spain 2.27%
Sweden 1.62%
Switzerland 3.68%
0.34%
Czech Republic 0.00%
Poland 0.13%
Turkey 0.09%
1.73%
Egypt 0.03%
Israel 0.64%
Nigeria 0.02%
Qatar 0.01%
Saudi Arabia 0.22%
South Africa 0.43%
United Arab Emirates 0.23%
Greater Asia 32.39%
Japan 11.78%
4.28%
Australia 4.04%
8.90%
Hong Kong 2.39%
Singapore 1.39%
South Korea 2.41%
Taiwan 2.68%
7.43%
China 4.23%
India 2.09%
Indonesia 0.22%
Kazakhstan 0.12%
Malaysia 0.07%
Pakistan 0.03%
Philippines 0.13%
Thailand 0.28%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
42.55%
Materials
4.16%
Consumer Discretionary
7.39%
Financials
14.64%
Real Estate
16.36%
Sensitive
34.09%
Communication Services
3.92%
Energy
4.62%
Industrials
16.68%
Information Technology
8.87%
Defensive
18.01%
Consumer Staples
3.88%
Health Care
5.89%
Utilities
8.25%
Not Classified
5.35%
Non Classified Equity
1.04%
Not Classified - Non Equity
4.31%
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