Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.70%
Stock 95.37%
Bond 4.23%
Convertible 0.00%
Preferred 3.28%
Other -2.17%
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Market Capitalization

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

% Developed Markets: 83.16%    % Emerging Markets: 20.57%    % Unidentified Markets: -3.73%

Americas 15.19%
9.08%
Canada 4.17%
United States 4.91%
6.11%
Brazil 5.21%
Chile 0.34%
Mexico 0.55%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.59%
United Kingdom 11.73%
34.39%
Austria 1.01%
Belgium 0.61%
Denmark 2.09%
Finland 1.31%
France 1.29%
Germany 6.19%
Greece 0.25%
Ireland 0.02%
Italy 0.69%
Netherlands 5.13%
Norway 2.61%
Spain 2.50%
Sweden 2.19%
Switzerland 6.19%
0.39%
Poland 0.30%
Turkey 0.09%
3.07%
Israel 1.02%
Qatar 0.06%
Saudi Arabia 0.05%
South Africa 1.80%
United Arab Emirates 0.14%
Greater Asia 38.96%
Japan 16.23%
1.32%
Australia 1.29%
9.19%
Hong Kong 3.59%
Singapore 0.58%
South Korea 3.24%
Taiwan 1.78%
12.22%
China 7.52%
India 2.03%
Indonesia 0.64%
Malaysia 0.14%
Philippines 0.04%
Thailand 1.84%
Unidentified Region -3.73%

Stock Sector Exposure

Cyclical
40.26%
Materials
16.85%
Consumer Discretionary
9.54%
Financials
12.91%
Real Estate
0.97%
Sensitive
31.95%
Communication Services
8.91%
Energy
6.34%
Industrials
11.12%
Information Technology
5.57%
Defensive
23.08%
Consumer Staples
10.95%
Health Care
8.34%
Utilities
3.78%
Not Classified
4.71%
Non Classified Equity
0.92%
Not Classified - Non Equity
3.78%
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