Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.88%
Stock 95.90%
Bond 2.38%
Convertible 0.00%
Preferred 0.00%
Other -1.17%
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Market Capitalization

As of December 31, 2025
Large 28.85%
Mid 23.59%
Small 47.56%
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Region Exposure

% Developed Markets: 84.29%    % Emerging Markets: 13.87%    % Unidentified Markets: 1.84%

Americas 28.57%
20.59%
Canada 12.20%
United States 8.39%
7.98%
Brazil 2.00%
Chile 1.25%
Colombia 1.49%
Peru 1.09%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.44%
United Kingdom 3.87%
23.83%
Finland 1.70%
France 0.96%
Germany 10.78%
Italy 4.55%
Netherlands 2.32%
Norway 0.92%
Spain 0.90%
0.91%
Poland 0.91%
6.83%
Israel 6.83%
Greater Asia 34.15%
Japan 15.83%
4.13%
Australia 4.13%
9.21%
South Korea 4.89%
Taiwan 4.31%
4.98%
China 3.34%
India 0.67%
Kazakhstan 0.96%
Unidentified Region 1.84%

Stock Sector Exposure

Cyclical
25.86%
Materials
5.79%
Consumer Discretionary
9.26%
Financials
10.81%
Real Estate
0.00%
Sensitive
63.92%
Communication Services
0.90%
Energy
3.72%
Industrials
32.98%
Information Technology
26.32%
Defensive
3.97%
Consumer Staples
1.20%
Health Care
2.76%
Utilities
0.00%
Not Classified
6.25%
Non Classified Equity
1.01%
Not Classified - Non Equity
5.24%
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