Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.77%
Stock 94.52%
Bond 0.00%
Convertible 0.00%
Preferred 1.53%
Other 0.19%
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Market Capitalization

As of December 31, 2025
Large 51.83%
Mid 28.62%
Small 19.55%
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Region Exposure

% Developed Markets: 83.53%    % Emerging Markets: 12.52%    % Unidentified Markets: 3.96%

Americas 47.82%
42.58%
Canada 2.80%
United States 39.78%
5.23%
Brazil 2.71%
Chile 0.57%
Mexico 0.55%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.15%
United Kingdom 8.39%
24.76%
Denmark 0.36%
France 6.04%
Germany 2.13%
Ireland 5.17%
Netherlands 1.83%
Norway 1.77%
Spain 3.77%
Sweden 0.99%
Switzerland 1.94%
0.00%
0.00%
Greater Asia 15.07%
Japan 4.53%
0.55%
Australia 0.55%
2.70%
Hong Kong 1.12%
Taiwan 1.59%
7.28%
China 4.53%
Indonesia 2.75%
Unidentified Region 3.96%

Stock Sector Exposure

Cyclical
37.57%
Materials
0.95%
Consumer Discretionary
16.05%
Financials
17.49%
Real Estate
3.09%
Sensitive
41.64%
Communication Services
13.10%
Energy
5.01%
Industrials
16.44%
Information Technology
7.09%
Defensive
20.78%
Consumer Staples
10.71%
Health Care
10.07%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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