Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.08%
Stock 99.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of December 31, 2025
Large 94.73%
Mid 5.27%
Small 0.00%
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Region Exposure

% Developed Markets: 87.47%    % Emerging Markets: 12.43%    % Unidentified Markets: 0.10%

Americas 10.20%
6.07%
Canada 4.80%
United States 1.27%
4.12%
Brazil 1.65%
Peru 1.07%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.83%
United Kingdom 11.59%
33.24%
Austria 0.95%
Belgium 1.67%
France 2.98%
Germany 4.85%
Italy 6.67%
Netherlands 3.55%
Spain 4.63%
Switzerland 7.10%
0.00%
0.00%
Greater Asia 44.87%
Japan 11.27%
0.40%
Australia 0.40%
24.90%
Hong Kong 3.58%
Singapore 4.11%
South Korea 7.25%
Taiwan 9.96%
8.30%
China 4.04%
India 4.27%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
35.81%
Materials
4.14%
Consumer Discretionary
8.65%
Financials
23.02%
Real Estate
0.00%
Sensitive
49.00%
Communication Services
7.63%
Energy
0.00%
Industrials
17.92%
Information Technology
23.45%
Defensive
15.20%
Consumer Staples
0.00%
Health Care
10.99%
Utilities
4.20%
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