Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.38%
Stock 99.55%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of December 31, 2025
Large 31.81%
Mid 32.80%
Small 35.40%
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Region Exposure

% Developed Markets: 99.85%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.15%

Americas 62.96%
59.97%
Canada 1.62%
United States 58.35%
3.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.55%
United Kingdom 1.99%
10.06%
Belgium 1.04%
France 3.68%
Netherlands 1.77%
Spain 0.46%
Sweden 0.93%
Switzerland 2.16%
0.00%
1.51%
United Arab Emirates 1.51%
Greater Asia 23.34%
Japan 12.37%
7.15%
Australia 7.15%
3.82%
Hong Kong 1.41%
Singapore 2.41%
0.00%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
91.48%
Materials
0.00%
Consumer Discretionary
4.32%
Financials
1.62%
Real Estate
85.54%
Sensitive
3.20%
Communication Services
0.00%
Energy
0.00%
Industrials
2.62%
Information Technology
0.58%
Defensive
1.84%
Consumer Staples
0.00%
Health Care
1.84%
Utilities
0.00%
Not Classified
3.48%
Non Classified Equity
3.28%
Not Classified - Non Equity
0.21%
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