Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.63%
Stock 99.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.59%
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Market Capitalization

As of December 31, 2025
Large 12.75%
Mid 22.97%
Small 64.28%
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Region Exposure

% Developed Markets: 87.02%    % Emerging Markets: 13.54%    % Unidentified Markets: -0.56%

Americas 58.54%
58.53%
Canada 9.19%
United States 49.34%
0.01%
Brazil 0.00%
Peru 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.98%
United Kingdom 3.16%
4.16%
Belgium 0.97%
France 0.00%
Ireland 0.17%
Italy 0.99%
Sweden 2.03%
Switzerland 0.00%
0.00%
3.66%
Israel 3.66%
South Africa 0.00%
Greater Asia 31.04%
Japan 10.62%
1.39%
Australia 1.39%
5.50%
Singapore 0.00%
South Korea 1.13%
Taiwan 4.37%
13.53%
India 13.53%
Unidentified Region -0.56%

Stock Sector Exposure

Cyclical
30.86%
Materials
4.59%
Consumer Discretionary
7.30%
Financials
18.38%
Real Estate
0.59%
Sensitive
50.69%
Communication Services
0.72%
Energy
1.11%
Industrials
29.89%
Information Technology
18.97%
Defensive
18.45%
Consumer Staples
5.25%
Health Care
13.19%
Utilities
0.01%
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