Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.35%
Stock 98.07%
Bond 1.09%
Convertible 0.00%
Preferred 0.00%
Other -0.51%
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Market Capitalization

As of December 31, 2025
Large 17.45%
Mid 22.00%
Small 60.55%
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Region Exposure

% Developed Markets: 92.65%    % Emerging Markets: 6.51%    % Unidentified Markets: 0.84%

Americas 9.99%
9.99%
Canada 8.90%
United States 1.09%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.61%
United Kingdom 9.72%
37.87%
Denmark 3.58%
France 14.65%
Germany 5.89%
Italy 4.04%
Sweden 9.71%
0.00%
8.02%
Israel 8.02%
Greater Asia 33.56%
Japan 13.99%
13.33%
Australia 13.33%
0.00%
6.24%
China 2.01%
India 4.23%
Unidentified Region 0.84%

Stock Sector Exposure

Cyclical
26.67%
Materials
1.33%
Consumer Discretionary
10.13%
Financials
15.21%
Real Estate
0.00%
Sensitive
45.59%
Communication Services
12.04%
Energy
0.00%
Industrials
0.49%
Information Technology
33.06%
Defensive
25.33%
Consumer Staples
3.69%
Health Care
21.64%
Utilities
0.00%
Not Classified
2.41%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.41%
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