Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.47%
Stock 96.51%
Bond 2.10%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of December 31, 2025
Large 93.35%
Mid 6.46%
Small 0.19%
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Region Exposure

% Developed Markets: 90.03%    % Emerging Markets: 8.67%    % Unidentified Markets: 1.31%

Americas 23.27%
16.84%
Canada 5.78%
United States 11.06%
6.42%
Brazil 2.19%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.54%
United Kingdom 15.87%
34.95%
Denmark 1.29%
France 3.53%
Germany 13.24%
Ireland 2.74%
Italy 1.43%
Netherlands 7.69%
Switzerland 2.43%
0.00%
1.71%
Israel 1.71%
Greater Asia 22.89%
Japan 5.26%
0.00%
13.05%
Singapore 6.56%
Taiwan 6.50%
4.58%
China 2.69%
India 1.89%
Unidentified Region 1.31%

Stock Sector Exposure

Cyclical
27.16%
Materials
1.59%
Consumer Discretionary
9.25%
Financials
16.32%
Real Estate
0.00%
Sensitive
61.42%
Communication Services
7.40%
Energy
1.47%
Industrials
31.78%
Information Technology
20.78%
Defensive
7.87%
Consumer Staples
3.56%
Health Care
4.31%
Utilities
0.00%
Not Classified
3.55%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.55%
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