Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.05%
Stock 98.83%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of December 31, 2025
Large 59.74%
Mid 19.38%
Small 20.88%
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Region Exposure

% Developed Markets: 94.74%    % Emerging Markets: 5.14%    % Unidentified Markets: 0.12%

Americas 45.59%
35.22%
Canada 2.47%
United States 32.74%
10.37%
Mexico 3.05%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.30%
United Kingdom 8.59%
27.00%
France 7.36%
Germany 6.61%
Ireland 5.84%
Netherlands 1.64%
Sweden 0.74%
Switzerland 4.81%
0.00%
1.71%
Israel 1.71%
Greater Asia 16.99%
Japan 9.88%
0.00%
5.02%
Hong Kong 1.35%
South Korea 3.67%
2.09%
India 2.09%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
41.85%
Materials
6.58%
Consumer Discretionary
7.33%
Financials
26.96%
Real Estate
0.98%
Sensitive
38.26%
Communication Services
2.82%
Energy
2.96%
Industrials
18.32%
Information Technology
14.17%
Defensive
18.93%
Consumer Staples
11.35%
Health Care
7.58%
Utilities
0.00%
Not Classified
0.96%
Non Classified Equity
0.96%
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