Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.13%
Stock 98.02%
Bond 0.54%
Convertible 0.00%
Preferred 0.00%
Other 0.30%
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Market Capitalization

As of December 31, 2025
Large 84.91%
Mid 11.13%
Small 3.96%
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Region Exposure

% Developed Markets: 96.97%    % Emerging Markets: 1.70%    % Unidentified Markets: 1.34%

Americas 4.75%
4.75%
Canada 2.23%
United States 2.52%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 75.97%
United Kingdom 26.56%
49.21%
Belgium 2.42%
Denmark 1.82%
France 19.45%
Germany 8.92%
Greece 0.37%
Ireland 1.51%
Italy 2.55%
Netherlands 6.93%
Sweden 1.84%
Switzerland 3.00%
0.20%
0.00%
Greater Asia 17.94%
Japan 11.28%
0.00%
5.17%
Singapore 1.11%
South Korea 4.06%
1.49%
China 1.25%
Indonesia 0.24%
Unidentified Region 1.34%

Stock Sector Exposure

Cyclical
36.72%
Materials
6.51%
Consumer Discretionary
10.00%
Financials
19.09%
Real Estate
1.12%
Sensitive
36.33%
Communication Services
4.31%
Energy
1.86%
Industrials
16.64%
Information Technology
13.51%
Defensive
25.36%
Consumer Staples
8.88%
Health Care
13.28%
Utilities
3.20%
Not Classified
1.59%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.59%
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