Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.31%
Stock 98.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.57%
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Market Capitalization

As of December 31, 2025
Large 55.69%
Mid 29.45%
Small 14.86%
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Region Exposure

% Developed Markets: 92.93%    % Emerging Markets: 5.48%    % Unidentified Markets: 1.60%

Americas 54.80%
53.37%
Canada 2.53%
United States 50.84%
1.43%
Mexico 0.79%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.64%
United Kingdom 5.77%
15.87%
France 3.57%
Germany 1.04%
Ireland 5.02%
Italy 1.59%
Netherlands 3.63%
Norway 0.47%
Sweden 0.54%
0.00%
0.00%
Greater Asia 21.96%
Japan 8.23%
0.00%
9.05%
Hong Kong 1.98%
Singapore 1.47%
South Korea 1.62%
Taiwan 3.98%
4.68%
China 2.98%
India 1.70%
Unidentified Region 1.60%

Stock Sector Exposure

Cyclical
39.58%
Materials
6.17%
Consumer Discretionary
12.03%
Financials
18.62%
Real Estate
2.76%
Sensitive
40.16%
Communication Services
8.72%
Energy
3.52%
Industrials
13.23%
Information Technology
14.68%
Defensive
18.68%
Consumer Staples
4.19%
Health Care
12.72%
Utilities
1.78%
Not Classified
1.57%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.57%
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