Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.76%
Stock 95.98%
Bond 1.58%
Convertible 0.00%
Preferred 0.00%
Other -0.32%
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Market Capitalization

As of December 31, 2025
Large 83.62%
Mid 10.92%
Small 5.46%
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Region Exposure

% Developed Markets: 97.55%    % Emerging Markets: 0.44%    % Unidentified Markets: 2.01%

Americas 6.40%
6.40%
Canada 2.53%
United States 3.87%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.22%
United Kingdom 10.96%
49.26%
Austria 0.68%
Belgium 3.04%
Denmark 0.62%
Finland 0.46%
France 9.83%
Germany 8.81%
Ireland 2.07%
Italy 3.77%
Netherlands 7.60%
Portugal 0.67%
Spain 4.26%
Sweden 3.35%
Switzerland 4.09%
0.00%
0.00%
Greater Asia 31.37%
Japan 21.35%
3.23%
Australia 2.93%
6.35%
Hong Kong 1.69%
South Korea 0.99%
Taiwan 3.66%
0.44%
India 0.44%
Unidentified Region 2.01%

Stock Sector Exposure

Cyclical
43.71%
Materials
5.18%
Consumer Discretionary
8.31%
Financials
29.47%
Real Estate
0.75%
Sensitive
36.58%
Communication Services
2.37%
Energy
1.49%
Industrials
19.88%
Information Technology
12.84%
Defensive
15.70%
Consumer Staples
4.61%
Health Care
7.42%
Utilities
3.68%
Not Classified
4.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.00%
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