Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.09%
Stock 96.39%
Bond 0.00%
Convertible 0.00%
Preferred 2.32%
Other 0.19%
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Market Capitalization

As of December 31, 2025
Large 79.14%
Mid 16.57%
Small 4.29%
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Region Exposure

% Developed Markets: 99.81%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.19%

Americas 49.79%
49.79%
Canada 1.09%
United States 48.69%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.34%
United Kingdom 6.88%
31.46%
Belgium 1.40%
Denmark 1.71%
France 7.80%
Germany 5.15%
Ireland 8.30%
Netherlands 3.52%
Switzerland 3.58%
0.00%
0.00%
Greater Asia 11.69%
Japan 7.32%
0.00%
4.37%
South Korea 2.32%
Taiwan 2.04%
0.00%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
42.21%
Materials
8.18%
Consumer Discretionary
9.01%
Financials
24.02%
Real Estate
1.01%
Sensitive
40.62%
Communication Services
6.51%
Energy
4.76%
Industrials
16.52%
Information Technology
12.83%
Defensive
17.17%
Consumer Staples
5.18%
Health Care
8.38%
Utilities
3.61%
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