Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.20%
Stock 96.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 92.17%
Mid 6.49%
Small 1.34%
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Region Exposure

% Developed Markets: 86.31%    % Emerging Markets: 10.50%    % Unidentified Markets: 3.20%

Americas 12.44%
9.34%
Canada 6.72%
United States 2.62%
3.10%
Brazil 0.89%
Peru 1.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.04%
United Kingdom 5.42%
40.51%
Austria 2.05%
Belgium 0.80%
France 11.18%
Germany 7.53%
Ireland 0.64%
Italy 2.00%
Netherlands 4.18%
Spain 1.99%
Switzerland 9.02%
1.11%
0.00%
Greater Asia 37.33%
Japan 11.81%
0.47%
Australia 0.47%
18.29%
Hong Kong 1.53%
Singapore 1.58%
South Korea 6.23%
Taiwan 8.95%
6.76%
China 4.14%
India 2.62%
Unidentified Region 3.20%

Stock Sector Exposure

Cyclical
27.71%
Materials
5.38%
Consumer Discretionary
11.62%
Financials
10.70%
Real Estate
0.00%
Sensitive
55.14%
Communication Services
9.30%
Energy
0.00%
Industrials
21.55%
Information Technology
24.29%
Defensive
17.15%
Consumer Staples
3.77%
Health Care
13.38%
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