Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.65%
Stock 98.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of December 31, 2025
Large 5.61%
Mid 17.95%
Small 76.44%
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Region Exposure

% Developed Markets: 84.74%    % Emerging Markets: 13.02%    % Unidentified Markets: 2.24%

Americas 14.23%
6.87%
Canada 5.45%
United States 1.43%
7.35%
Brazil 1.55%
Mexico 1.53%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.41%
United Kingdom 12.43%
24.86%
Austria 2.56%
France 1.62%
Germany 0.97%
Greece 1.02%
Ireland 1.71%
Italy 8.33%
Norway 1.50%
Sweden 2.49%
Switzerland 4.66%
0.00%
1.12%
Israel 1.12%
Greater Asia 45.12%
Japan 14.57%
3.89%
Australia 1.88%
18.23%
Hong Kong 4.40%
Singapore 1.20%
South Korea 8.65%
Taiwan 3.98%
8.43%
China 1.68%
India 1.03%
Indonesia 2.14%
Philippines 3.12%
Thailand 0.47%
Unidentified Region 2.24%

Stock Sector Exposure

Cyclical
47.56%
Materials
8.17%
Consumer Discretionary
18.58%
Financials
13.98%
Real Estate
6.83%
Sensitive
32.85%
Communication Services
3.18%
Energy
4.14%
Industrials
15.26%
Information Technology
10.26%
Defensive
17.55%
Consumer Staples
8.71%
Health Care
8.84%
Utilities
0.00%
Not Classified
2.04%
Non Classified Equity
2.04%
Not Classified - Non Equity
0.00%
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