Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.77%
Stock 97.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.30%
Other 0.54%
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Market Capitalization

As of December 31, 2025
Large 50.14%
Mid 25.82%
Small 24.04%
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Region Exposure

% Developed Markets: 99.51%    % Emerging Markets: 0.16%    % Unidentified Markets: 0.32%

Americas 14.49%
14.27%
Canada 12.06%
United States 2.21%
0.22%
Mexico 0.08%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.16%
United Kingdom 11.04%
42.72%
Austria 0.67%
Belgium 1.10%
Denmark 2.17%
Finland 1.67%
France 6.87%
Germany 7.61%
Greece 0.01%
Ireland 0.80%
Italy 3.38%
Netherlands 3.71%
Norway 0.62%
Portugal 0.33%
Spain 3.08%
Sweden 2.75%
Switzerland 7.53%
0.00%
1.40%
Israel 1.40%
United Arab Emirates 0.00%
Greater Asia 30.03%
Japan 21.38%
5.97%
Australia 5.70%
2.59%
Hong Kong 1.40%
Singapore 1.15%
Taiwan 0.02%
0.08%
China 0.06%
Malaysia 0.01%
Thailand 0.00%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
44.43%
Materials
10.68%
Consumer Discretionary
10.53%
Financials
21.62%
Real Estate
1.59%
Sensitive
35.53%
Communication Services
4.08%
Energy
6.13%
Industrials
18.61%
Information Technology
6.71%
Defensive
16.18%
Consumer Staples
5.85%
Health Care
6.96%
Utilities
3.37%
Not Classified
3.86%
Non Classified Equity
0.34%
Not Classified - Non Equity
3.53%
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