Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.50%
Stock 95.09%
Bond 0.47%
Convertible 0.00%
Preferred 1.06%
Other 0.89%
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Market Capitalization

As of December 31, 2025
Large 56.55%
Mid 22.67%
Small 20.78%
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Region Exposure

% Developed Markets: 87.64%    % Emerging Markets: 11.40%    % Unidentified Markets: 0.97%

Americas 14.18%
11.65%
Canada 6.38%
United States 5.26%
2.53%
Brazil 2.08%
Chile 0.11%
Mexico 0.22%
Peru 0.06%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.05%
United Kingdom 8.71%
34.76%
Austria 0.30%
Belgium 0.78%
Denmark 2.78%
Finland 0.88%
France 4.73%
Germany 6.79%
Greece 0.29%
Ireland 2.44%
Italy 0.77%
Netherlands 4.92%
Norway 0.46%
Portugal 0.12%
Spain 1.26%
Sweden 1.63%
Switzerland 4.57%
0.58%
Czech Republic 0.04%
Poland 0.32%
Turkey 0.11%
3.01%
Israel 1.05%
Qatar 0.34%
Saudi Arabia 0.14%
South Africa 0.61%
United Arab Emirates 0.83%
Greater Asia 37.80%
Japan 12.43%
3.00%
Australia 2.94%
14.77%
Hong Kong 4.13%
Singapore 1.44%
South Korea 4.30%
Taiwan 4.30%
7.60%
China 3.50%
India 1.82%
Indonesia 0.94%
Malaysia 0.79%
Philippines 0.10%
Thailand 0.44%
Unidentified Region 0.97%

Stock Sector Exposure

Cyclical
37.63%
Materials
6.36%
Consumer Discretionary
14.13%
Financials
16.02%
Real Estate
1.13%
Sensitive
43.05%
Communication Services
7.59%
Energy
2.39%
Industrials
16.77%
Information Technology
16.29%
Defensive
17.45%
Consumer Staples
7.18%
Health Care
9.38%
Utilities
0.89%
Not Classified
1.88%
Non Classified Equity
1.10%
Not Classified - Non Equity
0.77%
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