Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.53%
Stock 95.09%
Bond 3.06%
Convertible 0.00%
Preferred 0.00%
Other 0.31%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 73.32%
Mid 15.61%
Small 11.07%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.19%    % Emerging Markets: 6.08%    % Unidentified Markets: 1.74%

Americas 62.65%
57.55%
Canada 5.00%
United States 52.55%
5.10%
Brazil 4.10%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.72%
United Kingdom 7.43%
18.30%
Austria 0.34%
Denmark 0.02%
France 1.85%
Germany 1.50%
Ireland 6.58%
Italy 2.63%
Norway 0.02%
Sweden 0.00%
Switzerland 3.92%
0.00%
0.00%
Greater Asia 9.89%
Japan 2.26%
0.00%
6.65%
Hong Kong 2.08%
South Korea 1.86%
Taiwan 2.71%
0.98%
India 0.98%
Unidentified Region 1.74%

Stock Sector Exposure

Cyclical
17.90%
Materials
0.80%
Consumer Discretionary
2.22%
Financials
14.88%
Real Estate
0.00%
Sensitive
57.63%
Communication Services
1.45%
Energy
1.37%
Industrials
18.87%
Information Technology
35.93%
Defensive
19.96%
Consumer Staples
1.86%
Health Care
12.85%
Utilities
5.25%
Not Classified
4.50%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.50%
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