Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.91%
Stock 96.92%
Bond 1.10%
Convertible 0.00%
Preferred 0.00%
Other 1.08%
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Market Capitalization

As of December 31, 2025
Large 9.28%
Mid 32.54%
Small 58.18%
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Region Exposure

% Developed Markets: 75.12%    % Emerging Markets: 23.97%    % Unidentified Markets: 0.91%

Americas 6.22%
2.13%
Canada 1.03%
United States 1.10%
4.09%
Mexico 2.66%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.32%
United Kingdom 16.60%
39.60%
Belgium 1.31%
Finland 1.59%
France 4.58%
Germany 12.44%
Ireland 1.27%
Italy 3.53%
Netherlands 0.82%
Norway 2.01%
Spain 1.83%
Sweden 3.65%
Switzerland 4.97%
5.12%
0.00%
Greater Asia 31.55%
Japan 14.32%
0.00%
2.47%
Singapore 0.45%
South Korea 0.71%
Taiwan 1.31%
14.76%
China 6.58%
India 2.67%
Malaysia 1.27%
Philippines 0.95%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
21.03%
Materials
7.63%
Consumer Discretionary
3.39%
Financials
10.01%
Real Estate
0.00%
Sensitive
50.98%
Communication Services
9.15%
Energy
1.51%
Industrials
23.04%
Information Technology
17.28%
Defensive
26.07%
Consumer Staples
11.89%
Health Care
11.33%
Utilities
2.85%
Not Classified
1.91%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.91%
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