Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.36%
Stock 97.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.87%
Other 1.85%
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Market Capitalization

As of December 31, 2025
Large 83.04%
Mid 15.67%
Small 1.29%
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Region Exposure

% Developed Markets: 87.05%    % Emerging Markets: 11.10%    % Unidentified Markets: 1.85%

Americas 67.20%
64.16%
Canada 3.81%
United States 60.35%
3.04%
Brazil 3.04%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.87%
United Kingdom 5.79%
15.22%
France 3.77%
Germany 0.29%
Italy 1.40%
Netherlands 1.04%
Spain 2.30%
Switzerland 6.41%
0.00%
0.86%
United Arab Emirates 0.86%
Greater Asia 9.08%
Japan 0.00%
0.00%
1.02%
Taiwan 1.02%
8.06%
India 8.06%
Unidentified Region 1.85%

Stock Sector Exposure

Cyclical
22.14%
Materials
0.00%
Consumer Discretionary
0.30%
Financials
21.84%
Real Estate
0.00%
Sensitive
20.87%
Communication Services
7.72%
Energy
9.84%
Industrials
2.27%
Information Technology
1.03%
Defensive
56.89%
Consumer Staples
23.47%
Health Care
13.14%
Utilities
20.27%
Not Classified
0.10%
Non Classified Equity
0.10%
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