Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.99%
Stock 97.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 71.56%
Mid 26.41%
Small 2.03%
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Region Exposure

% Developed Markets: 90.35%    % Emerging Markets: 9.65%    % Unidentified Markets: 0.00%

Americas 10.17%
4.89%
Canada 0.18%
United States 4.71%
5.28%
Brazil 0.89%
Chile 1.27%
Colombia 0.98%
Mexico 0.77%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.13%
United Kingdom 17.86%
39.52%
Austria 3.17%
Belgium 1.36%
France 5.97%
Germany 6.61%
Ireland 1.65%
Italy 5.29%
Netherlands 3.56%
Norway 4.52%
Spain 1.36%
Switzerland 4.42%
0.85%
Czech Republic 0.85%
2.89%
Israel 2.14%
South Africa 0.75%
Greater Asia 28.71%
Japan 9.56%
2.34%
Australia 2.34%
12.68%
Singapore 2.24%
South Korea 2.68%
Taiwan 7.76%
4.13%
China 3.08%
India 1.05%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
37.91%
Materials
8.11%
Consumer Discretionary
9.54%
Financials
19.52%
Real Estate
0.74%
Sensitive
50.64%
Communication Services
0.83%
Energy
3.37%
Industrials
23.17%
Information Technology
23.27%
Defensive
11.45%
Consumer Staples
3.29%
Health Care
8.16%
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