Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.14%
Stock 95.43%
Bond 1.43%
Convertible 0.00%
Preferred 0.72%
Other 0.29%
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Market Capitalization

As of December 31, 2025
Large 90.76%
Mid 8.30%
Small 0.94%
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Region Exposure

% Developed Markets: 96.24%    % Emerging Markets: 0.73%    % Unidentified Markets: 3.02%

Americas 6.01%
5.77%
Canada 3.57%
United States 2.20%
0.24%
Mexico 0.24%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.90%
United Kingdom 19.56%
46.34%
Belgium 2.02%
Denmark 1.97%
Finland 0.09%
France 7.52%
Germany 12.13%
Ireland 2.84%
Italy 2.94%
Netherlands 4.61%
Portugal 0.09%
Spain 4.44%
Sweden 2.73%
Switzerland 4.74%
0.00%
0.00%
Greater Asia 25.07%
Japan 17.38%
0.55%
Australia 0.55%
6.65%
Hong Kong 1.21%
Singapore 1.23%
South Korea 1.99%
Taiwan 2.21%
0.49%
India 0.49%
Unidentified Region 3.02%

Stock Sector Exposure

Cyclical
44.45%
Materials
8.28%
Consumer Discretionary
8.31%
Financials
27.86%
Real Estate
0.00%
Sensitive
41.11%
Communication Services
1.48%
Energy
3.18%
Industrials
23.71%
Information Technology
12.73%
Defensive
10.09%
Consumer Staples
2.69%
Health Care
6.92%
Utilities
0.48%
Not Classified
4.35%
Non Classified Equity
0.73%
Not Classified - Non Equity
3.62%
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