Asset Allocation

As of December 31, 2025.
Type % Net
Cash 4.26%
Stock 95.29%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.46%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 79.07%
Mid 17.02%
Small 3.91%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.51%    % Emerging Markets: 5.78%    % Unidentified Markets: 4.71%

Americas 15.24%
14.65%
Canada 7.23%
United States 7.43%
0.59%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.40%
United Kingdom 22.44%
34.97%
France 8.57%
Germany 8.57%
Ireland 3.36%
Italy 4.87%
Netherlands 0.76%
Sweden 2.45%
Switzerland 6.39%
0.00%
0.00%
Greater Asia 22.65%
Japan 10.58%
0.00%
6.87%
Singapore 2.39%
Taiwan 4.48%
5.19%
China 3.27%
India 1.92%
Unidentified Region 4.71%

Stock Sector Exposure

Cyclical
29.69%
Materials
1.46%
Consumer Discretionary
7.49%
Financials
20.74%
Real Estate
0.00%
Sensitive
48.80%
Communication Services
8.89%
Energy
0.00%
Industrials
24.00%
Information Technology
15.91%
Defensive
21.51%
Consumer Staples
7.07%
Health Care
7.34%
Utilities
7.10%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
View Region Exposure
Start Trial

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