Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.65%
Stock 98.76%
Bond 0.00%
Convertible 0.00%
Preferred 0.85%
Other -1.26%
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Market Capitalization

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

% Developed Markets: 89.38%    % Emerging Markets: 10.22%    % Unidentified Markets: 0.39%

Americas 28.55%
25.15%
Canada 11.89%
United States 13.26%
3.40%
Brazil 3.40%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.74%
United Kingdom 7.96%
41.46%
Austria 0.87%
Belgium 3.29%
Denmark 5.39%
Finland 3.84%
France 8.30%
Germany 7.14%
Ireland 0.85%
Italy 3.63%
Netherlands 1.01%
Norway 1.19%
Spain 2.97%
Sweden 1.99%
Switzerland 1.00%
1.28%
Turkey 1.28%
3.03%
Israel 1.82%
South Africa 1.22%
Greater Asia 17.32%
Japan 2.13%
2.33%
Australia 2.33%
8.55%
Hong Kong 0.59%
Singapore 4.01%
South Korea 0.99%
Taiwan 2.95%
4.32%
China 4.32%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
40.96%
Materials
9.13%
Consumer Discretionary
10.84%
Financials
16.70%
Real Estate
4.30%
Sensitive
38.80%
Communication Services
7.57%
Energy
1.52%
Industrials
14.83%
Information Technology
14.87%
Defensive
18.96%
Consumer Staples
5.30%
Health Care
5.43%
Utilities
8.23%
Not Classified
1.28%
Non Classified Equity
1.28%
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