Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.78%
Stock 96.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 85.15%
Mid 14.21%
Small 0.65%
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Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.04%

Americas 3.68%
3.68%
Canada 3.47%
United States 0.20%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.09%
United Kingdom 14.30%
50.79%
Austria 1.29%
Belgium 0.40%
Denmark 1.61%
France 11.43%
Germany 8.33%
Ireland 0.14%
Italy 6.95%
Netherlands 6.26%
Norway 0.21%
Portugal 0.36%
Spain 2.81%
Sweden 1.91%
Switzerland 8.47%
0.00%
0.00%
Greater Asia 31.19%
Japan 21.97%
3.64%
Australia 2.93%
5.57%
Hong Kong 3.41%
Singapore 2.16%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
38.77%
Materials
5.13%
Consumer Discretionary
9.49%
Financials
23.44%
Real Estate
0.72%
Sensitive
39.37%
Communication Services
5.74%
Energy
2.79%
Industrials
21.77%
Information Technology
9.07%
Defensive
21.38%
Consumer Staples
6.49%
Health Care
11.92%
Utilities
2.97%
Not Classified
0.48%
Non Classified Equity
0.48%
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