Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.07%
Stock 93.32%
Bond 0.00%
Convertible 0.00%
Preferred 1.56%
Other 5.05%
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Market Capitalization

As of December 31, 2025
Large 75.85%
Mid 19.64%
Small 4.51%
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Region Exposure

% Developed Markets: 89.48%    % Emerging Markets: 5.47%    % Unidentified Markets: 5.05%

Americas 5.68%
4.17%
Canada 4.17%
United States 0.00%
1.51%
Mexico 1.51%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.76%
United Kingdom 18.78%
39.27%
Denmark 0.76%
Finland 0.45%
France 7.70%
Germany 6.42%
Greece 2.90%
Ireland 4.10%
Italy 5.26%
Netherlands 5.04%
Spain 2.61%
Sweden 1.10%
Switzerland 2.91%
0.00%
7.70%
Israel 6.77%
South Africa 0.93%
Greater Asia 23.52%
Japan 14.59%
0.00%
5.89%
Hong Kong 3.67%
South Korea 0.00%
Taiwan 2.23%
3.04%
India 3.04%
Unidentified Region 5.05%

Stock Sector Exposure

Cyclical
37.58%
Materials
4.65%
Consumer Discretionary
8.14%
Financials
24.79%
Real Estate
0.00%
Sensitive
35.18%
Communication Services
3.50%
Energy
0.00%
Industrials
20.35%
Information Technology
11.33%
Defensive
22.23%
Consumer Staples
9.14%
Health Care
8.18%
Utilities
4.91%
Not Classified
5.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.02%
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