Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.04%
Stock 97.15%
Bond 1.52%
Convertible 0.00%
Preferred 0.02%
Other 0.27%
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Market Capitalization

As of December 31, 2025
Large 77.48%
Mid 21.46%
Small 1.06%
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Region Exposure

% Developed Markets: 89.20%    % Emerging Markets: 9.45%    % Unidentified Markets: 1.35%

Americas 8.10%
8.02%
Canada 6.54%
United States 1.48%
0.07%
Brazil 0.04%
Chile 0.01%
Colombia 0.00%
Mexico 0.02%
Peru 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.17%
United Kingdom 11.33%
35.71%
Austria 0.01%
Belgium 0.02%
Denmark 0.04%
Finland 0.02%
France 8.72%
Germany 7.51%
Greece 0.01%
Ireland 0.02%
Italy 7.21%
Netherlands 0.21%
Norway 0.01%
Portugal 0.00%
Spain 5.49%
Sweden 2.17%
Switzerland 2.26%
0.02%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.00%
0.11%
Egypt 0.00%
Israel 0.02%
Qatar 0.01%
Saudi Arabia 0.03%
South Africa 0.03%
United Arab Emirates 0.01%
Greater Asia 43.38%
Japan 15.93%
0.13%
Australia 0.12%
18.02%
Hong Kong 1.86%
Singapore 3.00%
South Korea 6.77%
Taiwan 6.38%
9.30%
China 4.19%
India 1.57%
Indonesia 0.01%
Malaysia 1.87%
Philippines 0.00%
Thailand 1.64%
Unidentified Region 1.35%

Stock Sector Exposure

Cyclical
42.11%
Materials
4.09%
Consumer Discretionary
8.54%
Financials
29.42%
Real Estate
0.06%
Sensitive
38.91%
Communication Services
2.38%
Energy
4.20%
Industrials
17.12%
Information Technology
15.20%
Defensive
16.38%
Consumer Staples
7.89%
Health Care
6.47%
Utilities
2.02%
Not Classified
2.60%
Non Classified Equity
0.01%
Not Classified - Non Equity
2.59%
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