Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.31%
Stock 97.09%
Bond 1.61%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 84.01%
Mid 15.99%
Small 0.00%
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Region Exposure

% Developed Markets: 97.75%    % Emerging Markets: 0.94%    % Unidentified Markets: 1.31%

Americas 7.32%
7.32%
Canada 5.71%
United States 1.61%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.14%
United Kingdom 13.23%
42.80%
Denmark 3.44%
France 8.09%
Germany 4.48%
Ireland 1.61%
Netherlands 5.48%
Spain 3.06%
Sweden 9.49%
Switzerland 7.15%
0.00%
1.10%
Israel 1.10%
Greater Asia 34.24%
Japan 17.34%
0.00%
15.96%
Hong Kong 4.88%
Singapore 4.96%
South Korea 2.54%
Taiwan 3.58%
0.94%
India 0.94%
Unidentified Region 1.31%

Stock Sector Exposure

Cyclical
33.67%
Materials
6.03%
Consumer Discretionary
5.34%
Financials
22.30%
Real Estate
0.00%
Sensitive
39.37%
Communication Services
0.00%
Energy
3.69%
Industrials
18.03%
Information Technology
17.66%
Defensive
24.19%
Consumer Staples
5.26%
Health Care
18.93%
Utilities
0.00%
Not Classified
2.77%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.77%
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