Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.78%
Stock 97.69%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.53%
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Market Capitalization

As of December 31, 2025
Large 84.61%
Mid 12.82%
Small 2.57%
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Region Exposure

% Developed Markets: 88.79%    % Emerging Markets: 11.21%    % Unidentified Markets: 0.00%

Americas 15.44%
10.61%
Canada 5.96%
United States 4.65%
4.83%
Brazil 1.93%
Mexico 0.78%
Peru 1.33%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.49%
United Kingdom 12.36%
41.13%
Denmark 0.63%
France 12.23%
Germany 8.38%
Ireland 2.08%
Netherlands 4.73%
Spain 1.81%
Sweden 2.85%
Switzerland 7.98%
0.00%
0.00%
Greater Asia 31.07%
Japan 9.04%
1.87%
Australia 1.87%
13.40%
Hong Kong 4.01%
Singapore 1.72%
South Korea 1.14%
Taiwan 6.07%
6.76%
China 2.92%
India 3.41%
Thailand 0.43%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
36.26%
Materials
13.85%
Consumer Discretionary
9.86%
Financials
12.55%
Real Estate
0.00%
Sensitive
41.03%
Communication Services
3.81%
Energy
1.77%
Industrials
16.79%
Information Technology
18.66%
Defensive
22.71%
Consumer Staples
9.38%
Health Care
13.04%
Utilities
0.29%
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