Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.94%
Stock 99.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 75.51%
Mid 17.25%
Small 7.24%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 80.05%    % Emerging Markets: 19.01%    % Unidentified Markets: 0.94%

Americas 11.13%
6.45%
Canada 5.65%
United States 0.79%
4.68%
Brazil 1.01%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.98%
United Kingdom 3.33%
42.38%
Denmark 5.59%
Finland 0.64%
France 5.44%
Germany 6.27%
Ireland 8.42%
Italy 2.74%
Netherlands 4.81%
Norway 0.72%
Sweden 2.48%
Switzerland 4.44%
0.00%
2.27%
Israel 0.67%
South Africa 1.61%
Greater Asia 39.95%
Japan 12.24%
0.00%
14.99%
Hong Kong 1.94%
Singapore 2.22%
South Korea 4.00%
Taiwan 6.82%
12.72%
China 9.33%
India 2.65%
Kazakhstan 0.75%
Unidentified Region 0.94%

Stock Sector Exposure

Cyclical
38.75%
Materials
7.75%
Consumer Discretionary
13.27%
Financials
17.73%
Real Estate
0.00%
Sensitive
47.62%
Communication Services
8.62%
Energy
0.00%
Industrials
16.83%
Information Technology
22.18%
Defensive
12.87%
Consumer Staples
6.01%
Health Care
6.86%
Utilities
0.00%
Not Classified
0.76%
Non Classified Equity
0.76%
Not Classified - Non Equity
0.00%
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