Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.53%
Stock 96.60%
Bond 1.02%
Convertible 0.00%
Preferred 0.31%
Other 0.54%
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Market Capitalization

As of December 31, 2025
Large 85.48%
Mid 13.71%
Small 0.81%
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Region Exposure

% Developed Markets: 98.02%    % Emerging Markets: 0.10%    % Unidentified Markets: 1.88%

Americas 1.20%
1.12%
United States 1.12%
0.08%
Mexico 0.05%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.53%
United Kingdom 14.00%
50.47%
Austria 0.27%
Belgium 0.83%
Denmark 1.86%
Finland 1.13%
France 9.41%
Germany 9.38%
Ireland 0.81%
Italy 3.05%
Netherlands 5.87%
Norway 0.56%
Portugal 0.17%
Spain 3.64%
Sweden 3.16%
Switzerland 9.70%
0.00%
1.06%
Israel 1.06%
Greater Asia 31.39%
Japan 21.47%
6.36%
Australia 6.13%
3.52%
Hong Kong 1.88%
Singapore 1.62%
0.03%
China 0.03%
Unidentified Region 1.88%

Stock Sector Exposure

Cyclical
40.97%
Materials
5.42%
Consumer Discretionary
9.45%
Financials
24.62%
Real Estate
1.48%
Sensitive
34.36%
Communication Services
4.26%
Energy
3.05%
Industrials
18.71%
Information Technology
8.35%
Defensive
21.88%
Consumer Staples
7.22%
Health Care
11.08%
Utilities
3.58%
Not Classified
2.78%
Non Classified Equity
0.30%
Not Classified - Non Equity
2.48%
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