Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.43%
Stock 98.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of December 31, 2025
Large 0.44%
Mid 32.93%
Small 66.63%
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Region Exposure

% Developed Markets: 99.23%    % Emerging Markets: 0.79%    % Unidentified Markets: -0.02%

Americas 34.84%
34.84%
Canada 4.24%
United States 30.59%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.69%
United Kingdom 22.44%
34.46%
Finland 2.74%
France 5.08%
Germany 3.80%
Italy 4.23%
Netherlands 2.15%
Sweden 9.18%
Switzerland 7.28%
0.79%
0.00%
Greater Asia 7.50%
Japan 3.99%
3.51%
Australia 3.51%
0.00%
0.00%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
20.62%
Materials
2.46%
Consumer Discretionary
9.12%
Financials
9.04%
Real Estate
0.00%
Sensitive
68.34%
Communication Services
3.00%
Energy
0.00%
Industrials
47.16%
Information Technology
18.18%
Defensive
11.04%
Consumer Staples
6.38%
Health Care
4.66%
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