Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.09%
Stock 97.29%
Bond 0.12%
Convertible 0.00%
Preferred 0.55%
Other 0.95%
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Market Capitalization

As of December 31, 2025
Large 52.23%
Mid 24.33%
Small 23.43%
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Region Exposure

% Developed Markets: 93.56%    % Emerging Markets: 5.30%    % Unidentified Markets: 1.13%

Americas 29.32%
29.27%
Canada 3.48%
United States 25.79%
0.05%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.98%
United Kingdom 10.12%
32.85%
Belgium 0.74%
Denmark 1.66%
France 8.23%
Germany 5.18%
Ireland 2.07%
Netherlands 8.26%
Norway 0.02%
Spain 1.37%
Sweden 0.00%
Switzerland 5.32%
0.00%
0.00%
Greater Asia 26.57%
Japan 7.19%
3.32%
Australia 3.31%
10.76%
Hong Kong 6.24%
Singapore 1.95%
South Korea 2.57%
5.30%
China 4.53%
Kazakhstan 0.77%
Unidentified Region 1.13%

Stock Sector Exposure

Cyclical
44.00%
Materials
6.87%
Consumer Discretionary
26.31%
Financials
10.82%
Real Estate
0.00%
Sensitive
36.62%
Communication Services
0.00%
Energy
0.00%
Industrials
24.50%
Information Technology
12.13%
Defensive
17.36%
Consumer Staples
4.72%
Health Care
10.56%
Utilities
2.08%
Not Classified
2.02%
Non Classified Equity
0.81%
Not Classified - Non Equity
1.21%
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