Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.22%
Stock 96.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.69%
Other 2.54%
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Market Capitalization

As of December 31, 2025
Large 64.98%
Mid 18.94%
Small 16.08%
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Region Exposure

% Developed Markets: 91.49%    % Emerging Markets: 5.97%    % Unidentified Markets: 2.54%

Americas 62.11%
60.62%
Canada 4.08%
United States 56.54%
1.48%
Brazil 1.08%
Mexico 0.41%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.96%
United Kingdom 5.97%
11.40%
Belgium 0.08%
Denmark 0.15%
Finland 0.39%
France 3.66%
Germany 0.73%
Ireland 0.51%
Italy 0.57%
Netherlands 0.61%
Norway 0.30%
Spain 0.61%
Sweden 0.36%
Switzerland 3.43%
0.00%
0.60%
Israel 0.60%
Greater Asia 17.40%
Japan 2.08%
2.83%
Australia 2.83%
8.01%
Hong Kong 0.97%
Singapore 0.53%
South Korea 2.39%
Taiwan 4.11%
4.48%
China 0.62%
India 3.76%
Indonesia 0.10%
Unidentified Region 2.54%

Stock Sector Exposure

Cyclical
26.64%
Materials
1.44%
Consumer Discretionary
9.68%
Financials
13.18%
Real Estate
2.34%
Sensitive
43.13%
Communication Services
8.63%
Energy
3.21%
Industrials
9.79%
Information Technology
21.50%
Defensive
27.68%
Consumer Staples
8.99%
Health Care
12.15%
Utilities
6.54%
Not Classified
2.54%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.54%
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