Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.63%
Stock 96.01%
Bond 0.39%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of December 31, 2025
Large 5.29%
Mid 37.81%
Small 56.90%
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Region Exposure

% Developed Markets: 99.48%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.52%

Americas 66.36%
66.36%
Canada 10.13%
United States 56.22%
0.00%
Brazil 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.74%
United Kingdom 8.97%
21.77%
Denmark 2.23%
France 1.35%
Germany 2.80%
Ireland 3.02%
Italy 7.07%
Netherlands 1.63%
Norway 0.05%
Sweden 0.01%
Switzerland 2.91%
0.00%
0.00%
Greater Asia 2.39%
Japan 1.61%
0.72%
Australia 0.68%
0.05%
Singapore 0.05%
0.00%
Unidentified Region 0.52%

Stock Sector Exposure

Cyclical
41.50%
Materials
8.62%
Consumer Discretionary
15.08%
Financials
12.94%
Real Estate
4.85%
Sensitive
50.40%
Communication Services
3.58%
Energy
2.73%
Industrials
36.20%
Information Technology
7.89%
Defensive
3.52%
Consumer Staples
0.77%
Health Care
2.76%
Utilities
0.00%
Not Classified
4.58%
Non Classified Equity
0.59%
Not Classified - Non Equity
4.00%
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