Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.30%
Stock 96.06%
Bond 0.92%
Convertible 0.00%
Preferred 0.12%
Other 1.60%
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Market Capitalization

As of December 31, 2025
Large 4.73%
Mid 31.99%
Small 63.28%
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Region Exposure

% Developed Markets: 95.09%    % Emerging Markets: 2.70%    % Unidentified Markets: 2.21%

Americas 5.95%
5.60%
Canada 3.59%
United States 2.02%
0.34%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.97%
United Kingdom 17.60%
35.31%
Belgium 2.35%
Denmark 0.17%
Finland 0.13%
France 3.64%
Germany 3.89%
Greece 0.31%
Ireland 2.03%
Italy 3.92%
Netherlands 4.72%
Norway 1.71%
Spain 1.16%
Sweden 10.78%
Switzerland 0.28%
0.88%
Poland 0.03%
Turkey 0.21%
2.17%
Israel 2.17%
Greater Asia 35.87%
Japan 30.56%
2.60%
Australia 2.60%
1.70%
Singapore 0.33%
South Korea 0.38%
Taiwan 0.99%
1.00%
China 0.16%
Indonesia 0.29%
Philippines 0.55%
Unidentified Region 2.21%

Stock Sector Exposure

Cyclical
33.85%
Materials
6.25%
Consumer Discretionary
14.82%
Financials
10.15%
Real Estate
2.63%
Sensitive
54.18%
Communication Services
3.81%
Energy
1.50%
Industrials
32.89%
Information Technology
15.97%
Defensive
8.88%
Consumer Staples
4.86%
Health Care
4.02%
Utilities
0.00%
Not Classified
3.09%
Non Classified Equity
0.72%
Not Classified - Non Equity
2.37%
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