Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.13%
Stock 97.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.09%
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Market Capitalization

As of December 31, 2025
Large 82.65%
Mid 9.53%
Small 7.82%
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Region Exposure

% Developed Markets: 82.03%    % Emerging Markets: 15.88%    % Unidentified Markets: 2.09%

Americas 16.64%
12.04%
Canada 2.17%
United States 9.87%
4.59%
Brazil 1.41%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.44%
United Kingdom 10.78%
36.45%
France 5.34%
Germany 8.03%
Ireland 1.86%
Italy 4.70%
Netherlands 7.28%
Norway 2.21%
Sweden 0.48%
Switzerland 6.56%
0.00%
1.20%
Israel 1.20%
Greater Asia 32.83%
Japan 6.93%
0.00%
14.62%
Hong Kong 0.74%
Singapore 2.61%
South Korea 0.88%
Taiwan 10.39%
11.28%
China 8.33%
India 2.96%
Unidentified Region 2.09%

Stock Sector Exposure

Cyclical
31.71%
Materials
2.98%
Consumer Discretionary
11.74%
Financials
16.99%
Real Estate
0.00%
Sensitive
47.86%
Communication Services
11.25%
Energy
0.00%
Industrials
9.83%
Information Technology
26.79%
Defensive
18.62%
Consumer Staples
1.48%
Health Care
14.10%
Utilities
3.04%
Not Classified
1.81%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.81%
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