Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.73%
Stock 98.89%
Bond 0.70%
Convertible 0.00%
Preferred 0.00%
Other -0.32%
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Market Capitalization

As of December 31, 2025
Large 6.20%
Mid 43.81%
Small 50.00%
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Region Exposure

% Developed Markets: 98.90%    % Emerging Markets: 0.73%    % Unidentified Markets: 0.37%

Americas 10.64%
10.64%
Canada 9.91%
United States 0.73%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.50%
United Kingdom 17.96%
29.54%
Austria 1.30%
Belgium 2.04%
France 0.88%
Germany 4.05%
Italy 8.36%
Netherlands 2.92%
Norway 0.78%
Spain 1.03%
Sweden 4.74%
Switzerland 3.15%
0.00%
0.00%
Greater Asia 41.49%
Japan 27.55%
12.75%
Australia 12.75%
1.20%
Singapore 1.20%
0.00%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
43.61%
Materials
10.49%
Consumer Discretionary
8.16%
Financials
13.41%
Real Estate
11.55%
Sensitive
41.01%
Communication Services
3.19%
Energy
3.07%
Industrials
21.98%
Information Technology
12.77%
Defensive
12.87%
Consumer Staples
5.12%
Health Care
6.20%
Utilities
1.55%
Not Classified
2.50%
Non Classified Equity
1.09%
Not Classified - Non Equity
1.41%
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