Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.25%
Stock 95.01%
Bond 1.49%
Convertible 0.00%
Preferred 2.34%
Other -0.08%
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Market Capitalization

As of December 31, 2025
Large 96.06%
Mid 2.82%
Small 1.13%
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Region Exposure

% Developed Markets: 92.16%    % Emerging Markets: 6.73%    % Unidentified Markets: 1.11%

Americas 17.07%
17.07%
Canada 5.03%
United States 12.05%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.90%
United Kingdom 9.31%
51.59%
France 11.78%
Germany 13.33%
Ireland 9.22%
Netherlands 5.80%
Spain 3.33%
Switzerland 8.12%
0.00%
0.00%
Greater Asia 20.91%
Japan 3.93%
2.15%
Australia 2.15%
8.10%
Hong Kong 2.43%
Taiwan 5.67%
6.73%
China 6.73%
Unidentified Region 1.11%

Stock Sector Exposure

Cyclical
24.05%
Materials
0.00%
Consumer Discretionary
6.37%
Financials
17.68%
Real Estate
0.00%
Sensitive
41.02%
Communication Services
11.60%
Energy
0.00%
Industrials
5.17%
Information Technology
24.26%
Defensive
32.26%
Consumer Staples
12.20%
Health Care
20.05%
Utilities
0.00%
Not Classified
2.67%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.67%
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