Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.02%
Stock 99.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.91%
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Market Capitalization

As of December 31, 2025
Large 7.02%
Mid 35.09%
Small 57.90%
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Region Exposure

% Developed Markets: 97.16%    % Emerging Markets: 1.93%    % Unidentified Markets: 0.91%

Americas 62.55%
58.38%
Canada 1.97%
United States 56.41%
4.17%
Mexico 1.92%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.54%
United Kingdom 1.99%
16.19%
Belgium 1.08%
Denmark 0.68%
France 3.30%
Germany 1.74%
Greece 1.44%
Ireland 0.92%
Italy 2.92%
Spain 1.60%
Sweden 1.51%
Switzerland 1.00%
0.00%
3.37%
Israel 3.37%
Greater Asia 14.99%
Japan 11.76%
1.88%
Australia 1.88%
1.35%
Taiwan 1.35%
0.01%
India 0.01%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
40.21%
Materials
4.26%
Consumer Discretionary
18.53%
Financials
16.17%
Real Estate
1.25%
Sensitive
45.54%
Communication Services
1.81%
Energy
3.17%
Industrials
20.23%
Information Technology
20.33%
Defensive
13.27%
Consumer Staples
4.67%
Health Care
8.59%
Utilities
0.00%
Not Classified
0.99%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.99%
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