Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.16%
Stock 96.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 81.25%
Mid 13.99%
Small 4.75%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.23%    % Emerging Markets: 3.71%    % Unidentified Markets: 3.06%

Americas 48.17%
47.24%
Canada 3.08%
United States 44.16%
0.93%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.05%
United Kingdom 6.53%
24.24%
Belgium 0.15%
Denmark 0.55%
France 6.96%
Germany 1.98%
Greece 0.16%
Ireland 1.88%
Italy 0.33%
Netherlands 6.27%
Spain 1.90%
Sweden 1.21%
Switzerland 2.10%
0.00%
0.29%
Israel 0.29%
Greater Asia 17.72%
Japan 3.64%
1.06%
Australia 1.06%
10.33%
Hong Kong 0.75%
Singapore 0.53%
South Korea 2.62%
Taiwan 5.73%
2.68%
China 0.18%
India 0.83%
Kazakhstan 0.83%
Philippines 0.84%
Unidentified Region 3.06%

Stock Sector Exposure

Cyclical
31.25%
Materials
2.48%
Consumer Discretionary
14.46%
Financials
13.59%
Real Estate
0.72%
Sensitive
53.40%
Communication Services
5.39%
Energy
1.34%
Industrials
17.34%
Information Technology
29.34%
Defensive
11.07%
Consumer Staples
2.74%
Health Care
7.74%
Utilities
0.59%
Not Classified
4.28%
Non Classified Equity
1.12%
Not Classified - Non Equity
3.16%
As of December 31, 2025
View Region Exposure
Start Trial

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