Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.05%
Stock 97.33%
Bond 2.62%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 3.02%
Mid 15.18%
Small 81.80%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.99%    % Emerging Markets: 5.01%    % Unidentified Markets: 0.00%

Americas 36.81%
33.03%
Canada 11.94%
United States 21.09%
3.78%
Brazil 3.78%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.21%
United Kingdom 16.37%
34.72%
Belgium 3.96%
France 6.55%
Germany 1.32%
Italy 5.06%
Norway 4.48%
Sweden 10.88%
Switzerland 2.46%
0.12%
0.00%
Greater Asia 11.98%
Japan 2.31%
0.00%
8.56%
Singapore 0.26%
Taiwan 8.30%
1.11%
China 1.11%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
35.01%
Materials
5.25%
Consumer Discretionary
11.67%
Financials
18.09%
Real Estate
0.00%
Sensitive
51.41%
Communication Services
2.29%
Energy
3.81%
Industrials
25.00%
Information Technology
20.31%
Defensive
13.58%
Consumer Staples
2.60%
Health Care
10.98%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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