Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.86%
Stock 98.14%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other -0.02%
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Market Capitalization

As of December 31, 2025
Large 75.88%
Mid 21.86%
Small 2.27%
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Region Exposure

% Developed Markets: 81.09%    % Emerging Markets: 17.12%    % Unidentified Markets: 1.79%

Americas 16.46%
12.09%
Canada 7.57%
United States 4.52%
4.37%
Mexico 4.37%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.93%
United Kingdom 4.84%
44.01%
Austria 0.02%
Belgium 0.04%
Denmark 0.94%
Finland 0.05%
France 11.55%
Germany 8.56%
Ireland 5.40%
Italy 0.14%
Netherlands 1.69%
Norway 0.03%
Portugal 0.01%
Spain 0.15%
Sweden 7.32%
Switzerland 8.11%
0.02%
Poland 0.02%
0.06%
Israel 0.06%
Greater Asia 32.82%
Japan 12.49%
2.03%
Australia 2.01%
5.58%
Hong Kong 2.94%
Singapore 2.35%
South Korea 0.29%
Taiwan 0.00%
12.72%
China 6.78%
India 3.83%
Indonesia 1.80%
Thailand 0.31%
Unidentified Region 1.79%

Stock Sector Exposure

Cyclical
41.93%
Materials
12.79%
Consumer Discretionary
10.72%
Financials
18.24%
Real Estate
0.19%
Sensitive
45.71%
Communication Services
4.40%
Energy
3.77%
Industrials
24.73%
Information Technology
12.81%
Defensive
12.28%
Consumer Staples
5.83%
Health Care
6.12%
Utilities
0.33%
Not Classified
0.08%
Non Classified Equity
0.02%
Not Classified - Non Equity
0.06%
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