Asset Allocation

As of December 31, 2025.
Type % Net
Cash 4.52%
Stock 94.06%
Bond 0.55%
Convertible 0.00%
Preferred 0.46%
Other 0.41%
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Market Capitalization

As of December 31, 2025
Large 37.93%
Mid 14.99%
Small 47.09%
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Region Exposure

% Developed Markets: 95.29%    % Emerging Markets: 4.16%    % Unidentified Markets: 0.55%

Americas 15.56%
12.86%
Canada 6.30%
United States 6.57%
2.70%
Chile 1.26%
Mexico 1.44%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.47%
United Kingdom 20.17%
37.31%
Belgium 2.45%
Finland 3.79%
France 10.53%
Germany 4.26%
Ireland 1.03%
Italy 1.03%
Netherlands 2.70%
Sweden 2.79%
Switzerland 8.73%
0.00%
0.00%
Greater Asia 26.42%
Japan 16.25%
0.00%
8.70%
Singapore 2.96%
South Korea 5.74%
1.47%
China 0.85%
Philippines 0.62%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
36.09%
Materials
15.92%
Consumer Discretionary
12.49%
Financials
7.68%
Real Estate
0.00%
Sensitive
33.78%
Communication Services
0.00%
Energy
2.03%
Industrials
26.58%
Information Technology
5.18%
Defensive
29.54%
Consumer Staples
13.06%
Health Care
13.41%
Utilities
3.07%
Not Classified
0.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.58%
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