Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.44%
Stock 97.66%
Bond 0.90%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 83.74%
Mid 13.87%
Small 2.39%
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Region Exposure

% Developed Markets: 94.15%    % Emerging Markets: 4.47%    % Unidentified Markets: 1.38%

Americas 70.60%
70.60%
Canada 3.84%
United States 66.76%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.74%
United Kingdom 5.51%
11.22%
Denmark 0.22%
France 4.38%
Germany 1.00%
Ireland 0.81%
Italy 0.86%
Netherlands 1.74%
Spain 0.99%
Sweden 1.21%
0.00%
0.00%
Greater Asia 11.28%
Japan 4.31%
0.00%
2.50%
Taiwan 2.50%
4.47%
China 3.66%
India 0.81%
Unidentified Region 1.38%

Stock Sector Exposure

Cyclical
29.32%
Materials
4.34%
Consumer Discretionary
9.57%
Financials
15.39%
Real Estate
0.03%
Sensitive
56.32%
Communication Services
8.13%
Energy
2.06%
Industrials
18.69%
Information Technology
27.44%
Defensive
12.08%
Consumer Staples
3.45%
Health Care
6.85%
Utilities
1.79%
Not Classified
2.27%
Non Classified Equity
0.01%
Not Classified - Non Equity
2.26%
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