Asset Allocation

As of December 31, 2025.
Type % Net
Cash 6.68%
Stock 92.86%
Bond 0.21%
Convertible 0.00%
Preferred 0.00%
Other 0.26%
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Market Capitalization

As of December 31, 2025
Large 95.96%
Mid 3.89%
Small 0.15%
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Region Exposure

% Developed Markets: 95.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.04%

Americas 1.97%
1.94%
Canada 0.51%
United States 1.43%
0.03%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.86%
United Kingdom 16.77%
48.03%
Austria 0.94%
Belgium 1.13%
Denmark 0.75%
Finland 1.55%
France 11.32%
Germany 7.92%
Ireland 0.64%
Italy 1.67%
Netherlands 6.33%
Norway 0.06%
Spain 4.47%
Sweden 3.66%
Switzerland 7.58%
0.00%
0.06%
United Arab Emirates 0.06%
Greater Asia 29.13%
Japan 19.42%
2.77%
Australia 2.75%
6.95%
Hong Kong 2.55%
Singapore 3.18%
Taiwan 1.22%
0.00%
Unidentified Region 4.04%

Stock Sector Exposure

Cyclical
41.81%
Materials
4.05%
Consumer Discretionary
12.86%
Financials
23.58%
Real Estate
1.33%
Sensitive
34.16%
Communication Services
4.52%
Energy
3.18%
Industrials
18.24%
Information Technology
8.22%
Defensive
18.19%
Consumer Staples
5.77%
Health Care
8.62%
Utilities
3.80%
Not Classified
5.84%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.84%
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