Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.20%
Stock 96.84%
Bond 0.00%
Convertible 0.00%
Preferred 1.33%
Other -0.36%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 72.12%    % Emerging Markets: 29.52%    % Unidentified Markets: -1.64%

Americas 46.81%
37.65%
Canada 3.88%
United States 33.77%
9.15%
Brazil 9.15%
Chile 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.52%
United Kingdom 0.34%
25.81%
Austria 0.89%
Denmark 8.82%
Germany 2.06%
Italy 0.59%
Norway 0.00%
Portugal 3.51%
Spain 9.07%
Sweden 0.00%
Switzerland 0.87%
0.54%
Turkey 0.54%
1.83%
Israel 1.83%
Greater Asia 26.31%
Japan 3.88%
0.86%
1.74%
Hong Kong 0.02%
South Korea 1.34%
Taiwan 0.38%
19.83%
China 13.26%
India 5.38%
Indonesia 1.05%
Thailand 0.14%
Unidentified Region -1.64%

Stock Sector Exposure

Cyclical
1.15%
Materials
1.07%
Consumer Discretionary
0.07%
Financials
0.00%
Real Estate
0.00%
Sensitive
49.75%
Communication Services
0.00%
Energy
0.72%
Industrials
33.75%
Information Technology
15.28%
Defensive
49.04%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
49.04%
Not Classified
0.07%
Non Classified Equity
0.07%
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