Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.98%
Stock 98.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.25%
Other 0.65%
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Market Capitalization

As of December 31, 2025
Large 40.27%
Mid 25.64%
Small 34.08%
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Region Exposure

% Developed Markets: 99.48%    % Emerging Markets: 0.17%    % Unidentified Markets: 0.35%

Americas 13.06%
12.83%
Canada 11.62%
United States 1.21%
0.23%
Mexico 0.06%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.66%
United Kingdom 9.83%
43.36%
Austria 0.81%
Belgium 1.65%
Denmark 2.36%
Finland 1.87%
France 6.43%
Germany 8.40%
Greece 0.01%
Ireland 0.85%
Italy 3.10%
Netherlands 3.20%
Norway 0.68%
Portugal 0.41%
Spain 3.17%
Sweden 2.73%
Switzerland 7.34%
0.00%
1.48%
Israel 1.47%
United Arab Emirates 0.00%
Greater Asia 31.93%
Japan 23.18%
6.35%
Australia 6.07%
2.29%
Hong Kong 1.26%
Singapore 1.01%
Taiwan 0.02%
0.11%
China 0.07%
Malaysia 0.01%
Thailand 0.00%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
46.26%
Materials
12.77%
Consumer Discretionary
10.79%
Financials
21.50%
Real Estate
1.20%
Sensitive
35.75%
Communication Services
4.71%
Energy
6.51%
Industrials
18.70%
Information Technology
5.84%
Defensive
14.30%
Consumer Staples
6.24%
Health Care
5.95%
Utilities
2.11%
Not Classified
3.68%
Non Classified Equity
0.35%
Not Classified - Non Equity
3.33%
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