Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.54%
Stock 94.10%
Bond 0.00%
Convertible 0.00%
Preferred 4.05%
Other 1.31%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 91.65%
Mid 7.68%
Small 0.67%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 90.42%    % Emerging Markets: 8.54%    % Unidentified Markets: 1.04%

Americas 8.15%
5.14%
Canada 5.14%
3.01%
Brazil 0.60%
Mexico 2.41%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.81%
United Kingdom 11.88%
43.95%
Denmark 1.76%
Finland 0.04%
France 4.61%
Germany 9.79%
Ireland 4.22%
Italy 7.72%
Netherlands 2.55%
Norway 1.33%
Spain 2.92%
Sweden 1.87%
Switzerland 7.15%
0.98%
Poland 0.98%
0.00%
Greater Asia 34.00%
Japan 15.07%
4.19%
Australia 4.19%
10.19%
Singapore 0.09%
South Korea 6.70%
Taiwan 3.40%
4.56%
China 4.56%
Unidentified Region 1.04%

Stock Sector Exposure

Cyclical
47.58%
Materials
6.64%
Consumer Discretionary
10.22%
Financials
29.55%
Real Estate
1.17%
Sensitive
26.81%
Communication Services
4.00%
Energy
3.70%
Industrials
11.52%
Information Technology
7.59%
Defensive
25.61%
Consumer Staples
8.11%
Health Care
9.01%
Utilities
8.49%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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