Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 97.90%
Bond 0.00%
Convertible 0.00%
Preferred 0.20%
Other 1.90%
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Market Capitalization

As of December 31, 2025
Large 54.42%
Mid 21.28%
Small 24.29%
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Region Exposure

% Developed Markets: 97.01%    % Emerging Markets: 1.08%    % Unidentified Markets: 1.90%

Americas 0.06%
0.00%
0.06%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.18%
United Kingdom 12.63%
52.11%
Austria 0.90%
Belgium 1.05%
Denmark 2.16%
Finland 1.39%
France 10.30%
Germany 9.84%
Ireland 1.28%
Italy 3.37%
Netherlands 3.32%
Norway 1.03%
Portugal 0.27%
Spain 3.84%
Sweden 2.66%
Switzerland 9.33%
0.00%
1.44%
Israel 1.31%
Greater Asia 31.85%
Japan 22.04%
6.07%
Australia 6.07%
2.85%
Hong Kong 1.67%
Singapore 1.12%
Taiwan 0.06%
0.89%
China 0.79%
Indonesia 0.06%
Unidentified Region 1.90%

Stock Sector Exposure

Cyclical
39.85%
Materials
5.34%
Consumer Discretionary
9.57%
Financials
23.34%
Real Estate
1.61%
Sensitive
34.77%
Communication Services
4.13%
Energy
3.46%
Industrials
18.93%
Information Technology
8.25%
Defensive
23.18%
Consumer Staples
7.21%
Health Care
12.05%
Utilities
3.92%
Not Classified
2.20%
Non Classified Equity
0.26%
Not Classified - Non Equity
1.94%
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