Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 102.2%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -2.19%
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Market Capitalization

As of December 31, 2025
Large 7.58%
Mid 47.88%
Small 44.54%
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Region Exposure

% Developed Markets: 101.2%    % Emerging Markets: 1.00%    % Unidentified Markets: -2.19%

Americas 6.15%
6.15%
Canada 6.15%
United States 0.00%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.66%
United Kingdom 23.30%
37.36%
Austria 2.11%
Belgium 2.24%
France 0.95%
Germany 4.18%
Ireland 0.99%
Italy 10.19%
Netherlands 5.21%
Norway 1.22%
Spain 1.12%
Sweden 3.37%
Switzerland 5.41%
0.00%
0.00%
Greater Asia 35.38%
Japan 26.20%
7.85%
Australia 7.85%
1.32%
Singapore 1.32%
0.00%
Unidentified Region -2.19%

Stock Sector Exposure

Cyclical
44.79%
Materials
5.56%
Consumer Discretionary
9.82%
Financials
18.23%
Real Estate
11.18%
Sensitive
40.06%
Communication Services
3.57%
Energy
0.00%
Industrials
21.65%
Information Technology
14.84%
Defensive
13.73%
Consumer Staples
4.57%
Health Care
7.48%
Utilities
1.68%
Not Classified
1.43%
Non Classified Equity
1.42%
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