Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.22%
Stock 97.91%
Bond 0.96%
Convertible 0.00%
Preferred 0.00%
Other -1.09%
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Market Capitalization

As of December 31, 2025
Large 62.41%
Mid 27.76%
Small 9.82%
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Region Exposure

% Developed Markets: 94.57%    % Emerging Markets: 5.80%    % Unidentified Markets: -0.37%

Americas 14.19%
7.70%
Canada 5.25%
United States 2.45%
6.49%
Brazil 1.22%
Mexico 2.12%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.97%
United Kingdom 19.48%
33.49%
Austria 0.57%
Denmark 3.46%
Finland 1.05%
France 10.06%
Germany 2.47%
Ireland 1.47%
Italy 2.93%
Netherlands 4.09%
Norway 0.92%
Spain 3.04%
Switzerland 2.80%
0.00%
0.00%
Greater Asia 33.21%
Japan 17.21%
2.17%
Australia 2.17%
11.37%
Hong Kong 1.62%
South Korea 9.75%
2.46%
China 0.49%
India 1.97%
Unidentified Region -0.37%

Stock Sector Exposure

Cyclical
41.97%
Materials
10.55%
Consumer Discretionary
5.92%
Financials
25.50%
Real Estate
0.00%
Sensitive
35.39%
Communication Services
6.40%
Energy
3.68%
Industrials
18.39%
Information Technology
6.92%
Defensive
20.95%
Consumer Staples
6.65%
Health Care
12.22%
Utilities
2.08%
Not Classified
1.68%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.68%
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