Asset Allocation

As of December 31, 2025.
Type % Net
Cash 4.50%
Stock 94.13%
Bond 0.00%
Convertible 0.00%
Preferred 2.18%
Other -0.82%
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Market Capitalization

As of December 31, 2025
Large 97.96%
Mid 2.04%
Small 0.00%
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Region Exposure

% Developed Markets: 73.41%    % Emerging Markets: 22.99%    % Unidentified Markets: 3.60%

Americas 20.31%
8.32%
Canada 2.71%
United States 5.61%
11.99%
Brazil 11.99%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.16%
United Kingdom 20.52%
34.94%
France 5.95%
Germany 6.63%
Greece 2.32%
Italy 3.80%
Netherlands 1.71%
Spain 5.40%
Switzerland 9.14%
0.00%
3.70%
South Africa 0.65%
United Arab Emirates 3.04%
Greater Asia 16.93%
Japan 2.82%
0.00%
3.77%
Singapore 2.80%
South Korea 0.98%
10.34%
India 7.15%
Indonesia 1.24%
Thailand 1.96%
Unidentified Region 3.60%

Stock Sector Exposure

Cyclical
26.79%
Materials
2.06%
Consumer Discretionary
4.47%
Financials
20.25%
Real Estate
0.00%
Sensitive
20.77%
Communication Services
3.18%
Energy
10.94%
Industrials
4.55%
Information Technology
2.10%
Defensive
52.44%
Consumer Staples
29.09%
Health Care
10.61%
Utilities
12.74%
Not Classified
0.00%
Non Classified Equity
0.00%
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