Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.03%
Stock 97.53%
Bond 0.00%
Convertible 0.00%
Preferred 1.44%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 78.46%
Mid 18.72%
Small 2.82%
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Region Exposure

% Developed Markets: 89.26%    % Emerging Markets: 10.74%    % Unidentified Markets: 0.00%

Americas 7.21%
5.21%
Canada 5.21%
2.01%
Brazil 2.01%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.58%
United Kingdom 14.95%
47.26%
Denmark 4.79%
France 6.87%
Germany 7.78%
Ireland 7.16%
Netherlands 9.09%
Norway 1.97%
Sweden 5.17%
Switzerland 4.43%
0.00%
4.37%
Israel 2.16%
South Africa 2.21%
Greater Asia 26.21%
Japan 9.02%
1.91%
Australia 1.91%
8.76%
Hong Kong 4.16%
Taiwan 4.59%
6.52%
China 3.53%
India 3.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
24.17%
Materials
0.00%
Consumer Discretionary
6.58%
Financials
17.60%
Real Estate
0.00%
Sensitive
53.10%
Communication Services
8.24%
Energy
0.00%
Industrials
22.54%
Information Technology
22.31%
Defensive
22.72%
Consumer Staples
7.09%
Health Care
15.63%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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