Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.43%
Stock 95.44%
Bond 2.96%
Convertible 0.00%
Preferred 0.80%
Other 0.37%
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Market Capitalization

As of December 31, 2025
Large 89.14%
Mid 7.80%
Small 3.06%
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Region Exposure

% Developed Markets: 80.38%    % Emerging Markets: 17.63%    % Unidentified Markets: 1.99%

Americas 12.42%
9.93%
Canada 6.89%
United States 3.04%
2.50%
Brazil 0.17%
Mexico 0.47%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.27%
United Kingdom 7.85%
34.31%
Denmark 0.46%
France 6.18%
Germany 8.70%
Ireland 3.52%
Netherlands 5.59%
Norway 1.65%
Spain 3.58%
Switzerland 2.79%
1.81%
2.31%
Egypt 0.56%
Israel 1.75%
Greater Asia 39.32%
Japan 9.66%
2.55%
Australia 2.55%
14.35%
Hong Kong 0.48%
Singapore 0.77%
South Korea 8.13%
Taiwan 4.97%
12.76%
China 2.96%
India 7.48%
Kazakhstan 2.16%
Malaysia 0.04%
Thailand 0.12%
Unidentified Region 1.99%

Stock Sector Exposure

Cyclical
42.47%
Materials
9.64%
Consumer Discretionary
7.28%
Financials
25.55%
Real Estate
0.00%
Sensitive
42.16%
Communication Services
2.80%
Energy
6.41%
Industrials
15.07%
Information Technology
17.88%
Defensive
11.54%
Consumer Staples
2.67%
Health Care
8.22%
Utilities
0.65%
Not Classified
3.83%
Non Classified Equity
0.81%
Not Classified - Non Equity
3.02%
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