Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.19%
Stock 99.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.80%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 2.38%
Mid 19.21%
Small 78.41%
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Region Exposure

% Developed Markets: 95.75%    % Emerging Markets: 4.25%    % Unidentified Markets: 0.00%

Americas 49.84%
48.66%
United States 48.66%
1.18%
Chile 0.80%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.46%
United Kingdom 7.19%
20.41%
Austria 1.19%
Denmark 1.28%
Finland 1.12%
France 3.27%
Germany 3.99%
Greece 2.31%
Ireland 0.71%
Spain 1.64%
Sweden 4.90%
1.87%
Poland 1.87%
0.00%
Greater Asia 20.69%
Japan 11.21%
2.90%
Australia 2.90%
4.99%
South Korea 2.70%
Taiwan 2.29%
1.59%
China 1.59%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
32.93%
Materials
3.38%
Consumer Discretionary
7.36%
Financials
18.78%
Real Estate
3.41%
Sensitive
48.63%
Communication Services
4.36%
Energy
1.72%
Industrials
26.51%
Information Technology
16.03%
Defensive
17.82%
Consumer Staples
4.88%
Health Care
11.99%
Utilities
0.95%
Not Classified
0.63%
Non Classified Equity
0.63%
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