Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.13%
Stock 96.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.93%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 13.90%
Mid 34.55%
Small 51.55%
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Region Exposure

% Developed Markets: 93.21%    % Emerging Markets: 6.79%    % Unidentified Markets: 0.00%

Americas 47.51%
44.46%
Canada 3.76%
United States 40.70%
3.05%
Brazil 3.05%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.18%
United Kingdom 11.76%
20.83%
France 2.52%
Germany 5.01%
Ireland 5.82%
Italy 0.73%
Netherlands 2.78%
Norway 1.06%
Spain 0.54%
Switzerland 1.19%
0.59%
Turkey 0.59%
0.00%
Greater Asia 19.31%
Japan 10.07%
2.05%
Australia 2.05%
4.03%
Hong Kong 1.67%
South Korea 0.39%
Taiwan 1.02%
3.15%
China 0.89%
India 1.72%
Philippines 0.55%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
34.97%
Materials
8.93%
Consumer Discretionary
11.16%
Financials
10.67%
Real Estate
4.21%
Sensitive
50.06%
Communication Services
2.85%
Energy
3.32%
Industrials
29.24%
Information Technology
14.65%
Defensive
14.97%
Consumer Staples
6.69%
Health Care
8.29%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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