Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.19%
Stock 98.80%
Bond 0.24%
Convertible 0.00%
Preferred 0.31%
Other 0.46%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 57.82%
Mid 23.45%
Small 18.72%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.39%    % Emerging Markets: 0.31%    % Unidentified Markets: 0.30%

Americas 12.81%
12.57%
Canada 11.71%
United States 0.86%
0.24%
Mexico 0.12%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.02%
United Kingdom 12.19%
43.36%
Austria 0.38%
Belgium 0.90%
Denmark 1.69%
Finland 1.09%
France 7.80%
Germany 7.73%
Ireland 0.99%
Italy 2.79%
Netherlands 4.37%
Norway 0.60%
Portugal 0.18%
Spain 2.95%
Sweden 3.27%
Switzerland 8.10%
0.00%
1.47%
Israel 1.43%
South Africa 0.03%
United Arab Emirates 0.00%
Greater Asia 29.87%
Japan 20.34%
6.29%
Australia 6.08%
3.12%
Hong Kong 1.60%
Singapore 1.51%
0.12%
China 0.11%
Indonesia 0.00%
Malaysia 0.01%
Unidentified Region 0.30%

Stock Sector Exposure

Cyclical
48.38%
Materials
12.59%
Consumer Discretionary
10.39%
Financials
23.88%
Real Estate
1.52%
Sensitive
35.83%
Communication Services
3.71%
Energy
6.44%
Industrials
19.39%
Information Technology
6.29%
Defensive
15.12%
Consumer Staples
5.12%
Health Care
6.08%
Utilities
3.92%
Not Classified
0.68%
Non Classified Equity
0.29%
Not Classified - Non Equity
0.39%
As of December 31, 2025
View Region Exposure
Start Trial

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