Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.40%
Stock 96.60%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 73.29%
Mid 9.56%
Small 17.15%
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Region Exposure

% Developed Markets: 95.78%    % Emerging Markets: 4.22%    % Unidentified Markets: 0.00%

Americas 69.57%
63.65%
Canada 6.39%
United States 57.26%
5.92%
Brazil 1.25%
Mexico 1.75%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.09%
United Kingdom 12.53%
12.56%
Austria 1.03%
Denmark 0.73%
France 4.18%
Germany 1.32%
Ireland 1.83%
Italy 0.70%
Netherlands 1.41%
Sweden 1.37%
0.00%
0.00%
Greater Asia 5.34%
Japan 0.00%
0.00%
4.12%
Hong Kong 1.11%
Singapore 1.52%
Taiwan 1.49%
1.22%
Indonesia 1.22%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
43.25%
Materials
4.74%
Consumer Discretionary
7.33%
Financials
26.11%
Real Estate
5.08%
Sensitive
35.52%
Communication Services
5.56%
Energy
3.57%
Industrials
10.61%
Information Technology
15.78%
Defensive
21.23%
Consumer Staples
6.45%
Health Care
10.77%
Utilities
4.02%
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