Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.07%
Stock 94.31%
Bond 1.73%
Convertible 0.00%
Preferred 0.00%
Other 4.02%
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Market Capitalization

As of December 31, 2025
Large 43.84%
Mid 42.68%
Small 13.48%
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Region Exposure

% Developed Markets: 90.84%    % Emerging Markets: 7.25%    % Unidentified Markets: 1.91%

Americas 51.43%
47.16%
Canada 3.76%
United States 43.40%
4.27%
Brazil 1.15%
Mexico 3.12%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.94%
United Kingdom 8.81%
24.13%
Denmark 0.61%
France 6.72%
Germany 1.06%
Ireland 0.08%
Italy 7.56%
Netherlands 1.53%
Portugal 0.28%
Spain 4.30%
Switzerland 1.59%
0.00%
0.00%
Greater Asia 13.72%
Japan 1.67%
6.13%
Australia 5.36%
3.13%
Hong Kong 3.13%
2.79%
China 1.83%
India 0.24%
Malaysia 0.41%
Philippines 0.31%
Unidentified Region 1.91%

Stock Sector Exposure

Cyclical
5.85%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.06%
Real Estate
5.79%
Sensitive
44.44%
Communication Services
1.97%
Energy
10.84%
Industrials
31.51%
Information Technology
0.12%
Defensive
46.43%
Consumer Staples
0.10%
Health Care
0.00%
Utilities
46.33%
Not Classified
3.27%
Non Classified Equity
0.17%
Not Classified - Non Equity
3.11%
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