Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.11%
Stock 94.47%
Bond 2.04%
Convertible 0.00%
Preferred 0.51%
Other -0.13%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 88.07%
Mid 7.88%
Small 4.04%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.89%    % Emerging Markets: 4.56%    % Unidentified Markets: 3.55%

Americas 65.85%
65.85%
Canada 1.24%
United States 64.61%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.14%
United Kingdom 2.47%
10.67%
Denmark 2.06%
Germany 0.94%
Ireland 3.39%
Italy 1.42%
Spain 1.77%
Sweden 1.08%
0.00%
0.00%
Greater Asia 17.47%
Japan 3.29%
0.95%
Australia 0.95%
9.31%
Hong Kong 1.15%
Singapore 1.00%
South Korea 2.65%
Taiwan 4.51%
3.92%
China 2.58%
India 1.35%
Unidentified Region 3.55%

Stock Sector Exposure

Cyclical
30.78%
Materials
1.87%
Consumer Discretionary
5.49%
Financials
23.43%
Real Estate
0.00%
Sensitive
60.34%
Communication Services
13.05%
Energy
2.79%
Industrials
12.55%
Information Technology
31.95%
Defensive
3.06%
Consumer Staples
0.00%
Health Care
3.06%
Utilities
0.00%
Not Classified
5.82%
Non Classified Equity
0.68%
Not Classified - Non Equity
5.14%
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