Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.32%
Stock 94.96%
Bond 0.00%
Convertible 0.00%
Preferred 1.80%
Other 2.93%
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Market Capitalization

As of December 31, 2025
Large 56.81%
Mid 27.39%
Small 15.80%
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Region Exposure

% Developed Markets: 87.19%    % Emerging Markets: 11.06%    % Unidentified Markets: 1.76%

Americas 6.61%
1.29%
Canada 1.29%
5.32%
Brazil 3.64%
Chile 0.32%
Mexico 1.35%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.79%
United Kingdom 18.69%
39.98%
Austria 1.30%
Belgium 0.84%
Finland 1.15%
France 14.14%
Germany 5.91%
Ireland 2.48%
Italy 4.29%
Netherlands 5.60%
Norway 0.09%
Spain 0.27%
Sweden 1.50%
Switzerland 2.19%
0.42%
Poland 0.21%
Turkey 0.21%
1.70%
South Africa 1.56%
United Arab Emirates 0.14%
Greater Asia 30.84%
Japan 20.06%
0.00%
7.03%
Hong Kong 2.19%
Singapore 0.45%
South Korea 4.25%
Taiwan 0.15%
3.75%
China 1.28%
India 0.33%
Indonesia 0.74%
Philippines 0.37%
Thailand 1.02%
Unidentified Region 1.76%

Stock Sector Exposure

Cyclical
51.81%
Materials
6.73%
Consumer Discretionary
11.76%
Financials
30.72%
Real Estate
2.60%
Sensitive
29.37%
Communication Services
8.90%
Energy
6.39%
Industrials
9.96%
Information Technology
4.12%
Defensive
18.82%
Consumer Staples
9.30%
Health Care
8.13%
Utilities
1.39%
Not Classified
0.00%
Non Classified Equity
0.00%
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