Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.23%
Stock 97.27%
Bond 0.00%
Convertible 0.00%
Preferred 1.07%
Other 1.43%
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Market Capitalization

As of December 31, 2025
Large 78.07%
Mid 15.53%
Small 6.40%
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Region Exposure

% Developed Markets: 82.42%    % Emerging Markets: 16.40%    % Unidentified Markets: 1.18%

Americas 9.60%
5.52%
Canada 4.86%
United States 0.66%
4.08%
Brazil 2.20%
Chile 0.28%
Mexico 1.03%
Peru 0.16%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.13%
United Kingdom 11.74%
34.08%
Austria 0.86%
Belgium 0.66%
Denmark 1.01%
Finland 0.98%
France 8.34%
Germany 4.80%
Greece 0.61%
Ireland 2.01%
Italy 1.54%
Netherlands 5.24%
Norway 0.02%
Portugal 0.00%
Spain 1.79%
Sweden 1.38%
Switzerland 4.23%
0.55%
Poland 0.10%
Turkey 0.32%
2.76%
Israel 0.22%
Saudi Arabia 0.49%
South Africa 1.50%
United Arab Emirates 0.55%
Greater Asia 40.09%
Japan 14.65%
1.79%
Australia 1.79%
13.87%
Hong Kong 2.99%
Singapore 0.65%
South Korea 4.17%
Taiwan 6.05%
9.78%
China 5.06%
India 3.54%
Indonesia 0.49%
Kazakhstan 0.16%
Philippines 0.12%
Thailand 0.41%
Unidentified Region 1.18%

Stock Sector Exposure

Cyclical
42.11%
Materials
4.26%
Consumer Discretionary
13.74%
Financials
22.79%
Real Estate
1.32%
Sensitive
42.34%
Communication Services
7.91%
Energy
3.22%
Industrials
15.32%
Information Technology
15.89%
Defensive
15.20%
Consumer Staples
5.92%
Health Care
8.02%
Utilities
1.27%
Not Classified
0.35%
Non Classified Equity
0.35%
Not Classified - Non Equity
0.00%
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