Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.29%
Stock 114.2%
Bond 0.16%
Convertible 0.00%
Preferred 0.65%
Other -16.32%
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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: 109.9%    % Emerging Markets: 6.23%    % Unidentified Markets: -16.09%

Americas 34.47%
34.41%
Canada 4.11%
United States 30.30%
0.06%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.45%
United Kingdom 11.89%
38.55%
Belgium 0.87%
Denmark 1.95%
France 9.67%
Germany 6.08%
Ireland 2.43%
Netherlands 9.70%
Norway 0.00%
Spain 1.61%
Switzerland 6.25%
0.00%
0.00%
Greater Asia 31.18%
Japan 8.45%
3.88%
Australia 3.88%
12.63%
Hong Kong 7.32%
Singapore 2.29%
South Korea 3.02%
6.23%
China 5.32%
Kazakhstan 0.91%
Unidentified Region -16.09%

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