Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.82%
Stock 95.75%
Bond 2.72%
Convertible 0.00%
Preferred 0.75%
Other -1.04%
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Market Capitalization

As of December 31, 2025
Large 88.49%
Mid 10.78%
Small 0.73%
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Region Exposure

% Developed Markets: 84.67%    % Emerging Markets: 16.56%    % Unidentified Markets: -1.24%

Americas 15.30%
13.03%
Canada 8.07%
United States 4.96%
2.27%
Brazil 1.27%
Chile 0.17%
Colombia 0.04%
Mexico 0.65%
Peru 0.08%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.30%
United Kingdom 8.54%
31.83%
Austria 0.15%
Belgium 0.53%
Denmark 1.13%
Finland 0.68%
France 5.50%
Germany 5.74%
Greece 0.16%
Ireland 0.76%
Italy 2.02%
Netherlands 3.68%
Norway 0.34%
Portugal 0.10%
Spain 2.81%
Sweden 1.91%
Switzerland 5.90%
0.54%
Czech Republic 0.04%
Poland 0.29%
Turkey 0.12%
3.39%
Egypt 0.01%
Israel 0.65%
Qatar 0.19%
Saudi Arabia 0.84%
South Africa 1.08%
United Arab Emirates 0.43%
Greater Asia 41.63%
Japan 13.06%
3.51%
Australia 3.46%
13.19%
Hong Kong 2.34%
Singapore 0.75%
South Korea 4.04%
Taiwan 6.04%
11.88%
China 6.39%
India 4.38%
Indonesia 0.35%
Malaysia 0.36%
Philippines 0.11%
Thailand 0.30%
Unidentified Region -1.24%

Stock Sector Exposure

Cyclical
43.43%
Materials
6.82%
Consumer Discretionary
9.77%
Financials
25.53%
Real Estate
1.31%
Sensitive
39.38%
Communication Services
5.51%
Energy
4.40%
Industrials
14.55%
Information Technology
14.92%
Defensive
16.92%
Consumer Staples
5.84%
Health Care
7.80%
Utilities
3.27%
Not Classified
0.28%
Non Classified Equity
0.28%
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