Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 96.44%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.56%
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Market Capitalization

As of December 31, 2025
Large 44.69%
Mid 44.30%
Small 11.02%
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Region Exposure

% Developed Markets: 96.44%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.56%

Americas 25.69%
25.69%
Canada 4.67%
United States 21.02%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.13%
United Kingdom 18.54%
42.59%
France 10.00%
Germany 1.62%
Italy 21.15%
Netherlands 4.28%
Portugal 0.88%
Spain 1.77%
Switzerland 1.66%
0.00%
0.00%
Greater Asia 9.61%
Japan 0.00%
3.47%
Australia 2.97%
6.14%
Hong Kong 6.14%
0.00%
Unidentified Region 3.56%

Stock Sector Exposure

Cyclical
9.28%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
9.28%
Sensitive
33.98%
Communication Services
3.91%
Energy
0.00%
Industrials
30.07%
Information Technology
0.00%
Defensive
53.37%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
53.37%
Not Classified
3.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.37%
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