Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.25%
Stock 94.94%
Bond 3.09%
Convertible 0.00%
Preferred 0.00%
Other -0.27%
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Market Capitalization

As of December 31, 2025
Large 72.70%
Mid 16.23%
Small 11.08%
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Region Exposure

% Developed Markets: 92.16%    % Emerging Markets: 6.07%    % Unidentified Markets: 1.77%

Americas 62.79%
57.68%
Canada 4.98%
United States 52.70%
5.11%
Brazil 4.11%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.73%
United Kingdom 7.44%
18.29%
Austria 0.33%
Denmark 0.01%
France 1.85%
Germany 1.49%
Ireland 6.60%
Italy 2.64%
Norway 0.01%
Switzerland 3.92%
0.00%
0.00%
Greater Asia 9.71%
Japan 2.24%
0.00%
6.51%
Hong Kong 2.07%
South Korea 1.80%
Taiwan 2.64%
0.96%
India 0.96%
Unidentified Region 1.77%

Stock Sector Exposure

Cyclical
17.76%
Materials
0.80%
Consumer Discretionary
2.21%
Financials
14.76%
Real Estate
0.00%
Sensitive
57.18%
Communication Services
1.44%
Energy
1.36%
Industrials
18.78%
Information Technology
35.60%
Defensive
19.84%
Consumer Staples
1.85%
Health Care
12.77%
Utilities
5.23%
Not Classified
5.21%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.21%
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