Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.15%
Stock 95.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 4.19%
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Market Capitalization

As of December 31, 2025
Large 4.14%
Mid 24.13%
Small 71.73%
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Region Exposure

% Developed Markets: 79.54%    % Emerging Markets: 16.28%    % Unidentified Markets: 4.18%

Americas 58.85%
46.09%
United States 46.09%
12.75%
Brazil 7.93%
Mexico 4.83%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.83%
United Kingdom 5.81%
17.57%
France 5.95%
Italy 5.89%
Norway 2.43%
Sweden 3.31%
0.45%
Poland 0.45%
0.00%
Greater Asia 13.14%
Japan 6.34%
0.00%
3.72%
Singapore 3.72%
3.08%
China 3.08%
Unidentified Region 4.18%

Stock Sector Exposure

Cyclical
41.67%
Materials
5.05%
Consumer Discretionary
3.07%
Financials
33.55%
Real Estate
0.00%
Sensitive
51.40%
Communication Services
1.61%
Energy
0.00%
Industrials
35.20%
Information Technology
14.59%
Defensive
6.93%
Consumer Staples
0.00%
Health Care
6.93%
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