Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.50%
Stock 95.29%
Bond 2.82%
Convertible 0.00%
Preferred 0.51%
Other -0.12%
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Market Capitalization

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

% Developed Markets: 59.59%    % Emerging Markets: 39.06%    % Unidentified Markets: 1.35%

Americas 27.65%
17.11%
Canada 2.16%
United States 14.95%
10.54%
Argentina 0.10%
Brazil 5.10%
Chile 0.05%
Colombia 0.12%
Mexico 2.33%
Peru 0.24%
Venezuela 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.85%
United Kingdom 3.46%
13.90%
Austria 0.01%
Belgium 0.18%
Denmark 1.34%
France 2.61%
Germany 0.75%
Greece 0.89%
Ireland 0.27%
Italy 0.88%
Netherlands 2.72%
Spain 1.68%
Sweden 0.01%
Switzerland 2.18%
0.91%
Czech Republic 0.03%
Poland 0.25%
Turkey 0.40%
5.58%
Egypt 0.23%
Israel 0.18%
Nigeria 0.03%
Qatar 0.08%
Saudi Arabia 0.96%
South Africa 2.39%
United Arab Emirates 1.54%
Greater Asia 47.15%
Japan 3.37%
0.00%
19.64%
Hong Kong 2.92%
Singapore 1.92%
South Korea 5.37%
Taiwan 9.39%
24.14%
China 10.44%
India 10.47%
Indonesia 0.49%
Kazakhstan 0.08%
Malaysia 0.24%
Philippines 1.54%
Thailand 0.76%
Unidentified Region 1.35%

Stock Sector Exposure

Cyclical
38.90%
Materials
6.57%
Consumer Discretionary
13.02%
Financials
17.90%
Real Estate
1.41%
Sensitive
48.18%
Communication Services
10.11%
Energy
2.26%
Industrials
12.45%
Information Technology
23.36%
Defensive
11.08%
Consumer Staples
4.57%
Health Care
5.33%
Utilities
1.18%
Not Classified
1.83%
Non Classified Equity
0.29%
Not Classified - Non Equity
1.55%
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