Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 99.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.59%
Other 0.34%
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Market Capitalization

As of December 31, 2025
Large 76.89%
Mid 19.24%
Small 3.88%
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Region Exposure

% Developed Markets: 91.80%    % Emerging Markets: 7.86%    % Unidentified Markets: 0.34%

Americas 66.63%
64.54%
Canada 2.55%
United States 61.99%
2.09%
Brazil 0.99%
Mexico 0.53%
Peru 0.04%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.70%
United Kingdom 4.17%
13.18%
Austria 0.05%
Belgium 0.17%
Denmark 0.30%
Finland 0.71%
France 1.51%
Germany 1.83%
Ireland 1.72%
Italy 0.50%
Netherlands 1.17%
Norway 0.28%
Spain 1.54%
Sweden 0.22%
Switzerland 3.12%
0.23%
Poland 0.12%
1.11%
Israel 0.58%
South Africa 0.53%
Greater Asia 14.33%
Japan 3.69%
1.17%
Australia 1.17%
4.45%
Hong Kong 1.04%
Singapore 0.77%
South Korea 0.90%
Taiwan 1.74%
5.03%
China 2.17%
India 2.18%
Indonesia 0.32%
Philippines 0.21%
Thailand 0.15%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
27.18%
Materials
2.29%
Consumer Discretionary
11.34%
Financials
13.09%
Real Estate
0.47%
Sensitive
53.62%
Communication Services
9.58%
Energy
3.93%
Industrials
11.78%
Information Technology
28.33%
Defensive
19.20%
Consumer Staples
8.50%
Health Care
9.42%
Utilities
1.28%
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