Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.90%
Stock 97.53%
Bond 1.04%
Convertible 0.00%
Preferred 0.04%
Other 0.49%
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Market Capitalization

As of December 31, 2025
Large 78.84%
Mid 17.46%
Small 3.69%
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Region Exposure

% Developed Markets: 93.12%    % Emerging Markets: 4.68%    % Unidentified Markets: 2.20%

Americas 7.82%
5.42%
Canada 2.35%
United States 3.08%
2.40%
Brazil 1.02%
Chile 0.04%
Mexico 0.22%
Peru 0.26%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.34%
United Kingdom 17.96%
41.92%
Austria 0.26%
Belgium 0.04%
Denmark 1.54%
Finland 0.57%
France 10.33%
Germany 9.42%
Greece 0.04%
Ireland 2.06%
Italy 2.94%
Netherlands 3.98%
Norway 0.72%
Portugal 0.01%
Spain 2.05%
Sweden 1.20%
Switzerland 5.53%
0.00%
0.47%
Israel 0.30%
South Africa 0.17%
Greater Asia 29.64%
Japan 16.65%
1.44%
Australia 1.43%
8.93%
Hong Kong 3.35%
Singapore 2.44%
South Korea 0.76%
Taiwan 2.28%
2.62%
China 1.41%
India 1.02%
Indonesia 0.11%
Thailand 0.08%
Unidentified Region 2.20%

Stock Sector Exposure

Cyclical
34.82%
Materials
6.46%
Consumer Discretionary
9.43%
Financials
18.68%
Real Estate
0.25%
Sensitive
39.27%
Communication Services
4.06%
Energy
3.05%
Industrials
20.89%
Information Technology
11.27%
Defensive
22.89%
Consumer Staples
8.55%
Health Care
11.03%
Utilities
3.31%
Not Classified
3.02%
Non Classified Equity
1.19%
Not Classified - Non Equity
1.83%
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