Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.41%
Stock 95.80%
Bond 3.34%
Convertible 0.00%
Preferred 0.00%
Other 0.44%
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Market Capitalization

As of December 31, 2025
Large 13.61%
Mid 36.55%
Small 49.84%
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Region Exposure

% Developed Markets: 83.48%    % Emerging Markets: 16.08%    % Unidentified Markets: 0.45%

Americas 20.34%
7.96%
Canada 4.62%
United States 3.34%
12.38%
Brazil 3.52%
Mexico 4.42%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.87%
United Kingdom 14.14%
20.72%
Belgium 3.37%
Germany 4.50%
Ireland 4.64%
Netherlands 4.50%
Spain 3.71%
0.00%
0.00%
Greater Asia 44.34%
Japan 8.15%
14.46%
Australia 14.46%
17.43%
Hong Kong 13.42%
Singapore 4.01%
4.30%
Philippines 2.01%
Thailand 2.29%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
84.62%
Materials
0.00%
Consumer Discretionary
12.02%
Financials
0.00%
Real Estate
72.60%
Sensitive
5.91%
Communication Services
0.00%
Energy
0.00%
Industrials
3.46%
Information Technology
2.45%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
9.48%
Non Classified Equity
6.39%
Not Classified - Non Equity
3.09%
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