Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.02%
Stock 97.67%
Bond 2.13%
Convertible 0.00%
Preferred 0.00%
Other 0.18%
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Market Capitalization

As of December 31, 2025
Large 89.92%
Mid 9.52%
Small 0.56%
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Region Exposure

% Developed Markets: 88.76%    % Emerging Markets: 11.24%    % Unidentified Markets: 0.00%

Americas 9.17%
7.06%
Canada 4.79%
United States 2.27%
2.11%
Brazil 0.72%
Mexico 0.28%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.35%
United Kingdom 13.01%
41.57%
Belgium 0.61%
Denmark 3.27%
Finland 0.47%
France 9.96%
Germany 8.05%
Ireland 1.22%
Italy 2.73%
Netherlands 5.44%
Spain 4.29%
Sweden 1.08%
Switzerland 4.01%
0.00%
1.77%
Saudi Arabia 0.51%
South Africa 1.27%
Greater Asia 34.48%
Japan 14.71%
0.40%
Australia 0.40%
12.01%
Hong Kong 3.83%
South Korea 3.77%
Taiwan 4.42%
7.35%
China 4.51%
India 2.69%
Indonesia 0.16%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
37.83%
Materials
8.10%
Consumer Discretionary
8.97%
Financials
19.76%
Real Estate
1.00%
Sensitive
42.09%
Communication Services
5.58%
Energy
2.56%
Industrials
17.85%
Information Technology
16.09%
Defensive
20.08%
Consumer Staples
6.94%
Health Care
9.50%
Utilities
3.63%
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