Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.04%
Stock 99.76%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 71.66%
Mid 14.20%
Small 14.14%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.01%

Americas 46.36%
46.36%
Canada 5.41%
United States 40.95%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.77%
United Kingdom 22.45%
22.32%
Belgium 1.40%
Denmark 3.80%
France 3.06%
Italy 1.81%
Netherlands 8.44%
Norway 2.22%
Switzerland 1.57%
0.00%
0.00%
Greater Asia 8.86%
Japan 1.27%
0.00%
7.60%
Hong Kong 4.73%
South Korea 0.01%
Taiwan 2.86%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
38.09%
Materials
2.43%
Consumer Discretionary
9.69%
Financials
23.82%
Real Estate
2.16%
Sensitive
49.85%
Communication Services
2.50%
Energy
2.22%
Industrials
26.48%
Information Technology
18.65%
Defensive
10.81%
Consumer Staples
4.69%
Health Care
6.13%
Utilities
0.00%
Not Classified
1.25%
Non Classified Equity
1.00%
Not Classified - Non Equity
0.25%
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