Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.51%
Stock 99.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 77.61%
Mid 21.54%
Small 0.85%
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Region Exposure

% Developed Markets: 96.17%    % Emerging Markets: 3.83%    % Unidentified Markets: 0.00%

Americas 57.40%
57.40%
Canada 2.00%
United States 55.39%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.76%
United Kingdom 5.60%
27.16%
Denmark 1.38%
France 7.64%
Ireland 1.44%
Italy 3.48%
Netherlands 6.69%
Sweden 2.85%
Switzerland 3.68%
0.00%
0.00%
Greater Asia 9.84%
Japan 1.87%
0.00%
4.14%
Hong Kong 1.04%
Taiwan 3.10%
3.83%
China 3.83%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
22.59%
Materials
3.49%
Consumer Discretionary
9.65%
Financials
9.46%
Real Estate
0.00%
Sensitive
54.51%
Communication Services
8.65%
Energy
0.00%
Industrials
6.19%
Information Technology
39.67%
Defensive
22.90%
Consumer Staples
3.34%
Health Care
19.57%
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