Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.81%
Stock 97.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.70%
Other 0.44%
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Market Capitalization

As of December 31, 2025
Large 56.69%
Mid 26.31%
Small 17.00%
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Region Exposure

% Developed Markets: 90.42%    % Emerging Markets: 7.66%    % Unidentified Markets: 1.92%

Americas 4.54%
0.73%
Canada 0.73%
United States 0.00%
3.81%
Brazil 1.45%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 75.29%
United Kingdom 30.42%
44.55%
Belgium 0.51%
France 20.00%
Germany 9.25%
Italy 0.73%
Netherlands 5.83%
Spain 4.02%
Switzerland 4.20%
0.32%
Russia 0.32%
0.00%
Greater Asia 18.25%
Japan 4.09%
0.00%
8.50%
Hong Kong 0.52%
South Korea 7.98%
5.65%
Indonesia 3.99%
Kazakhstan 1.66%
Unidentified Region 1.92%

Stock Sector Exposure

Cyclical
41.50%
Materials
6.42%
Consumer Discretionary
17.01%
Financials
18.07%
Real Estate
0.00%
Sensitive
38.27%
Communication Services
5.83%
Energy
8.53%
Industrials
18.61%
Information Technology
5.30%
Defensive
20.23%
Consumer Staples
8.22%
Health Care
12.01%
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