Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 70.50%
Mid 23.47%
Small 6.03%
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Region Exposure

% Developed Markets: 97.92%    % Emerging Markets: 2.08%    % Unidentified Markets: 0.00%

Americas 48.55%
48.55%
Canada 5.78%
United States 42.77%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.97%
United Kingdom 13.40%
22.58%
Austria 0.15%
Belgium 0.42%
Finland 0.41%
France 6.50%
Germany 2.70%
Italy 3.21%
Netherlands 0.81%
Norway 2.74%
Spain 1.87%
Sweden 0.37%
Switzerland 3.40%
0.00%
0.00%
Greater Asia 15.47%
Japan 7.01%
0.57%
Australia 0.57%
5.82%
Hong Kong 2.52%
Singapore 0.44%
South Korea 1.37%
Taiwan 1.49%
2.08%
India 1.13%
Indonesia 0.95%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
41.00%
Materials
2.79%
Consumer Discretionary
7.51%
Financials
28.60%
Real Estate
2.10%
Sensitive
27.20%
Communication Services
2.95%
Energy
8.74%
Industrials
9.71%
Information Technology
5.80%
Defensive
31.80%
Consumer Staples
9.00%
Health Care
13.73%
Utilities
9.07%
Not Classified
0.00%
Non Classified Equity
0.00%
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