Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.77%
Stock 96.65%
Bond 1.09%
Convertible 0.00%
Preferred 1.39%
Other 0.09%
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Market Capitalization

As of December 31, 2025
Large 77.60%
Mid 19.51%
Small 2.90%
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Region Exposure

% Developed Markets: 88.35%    % Emerging Markets: 10.84%    % Unidentified Markets: 0.81%

Americas 7.22%
5.25%
Canada 4.11%
United States 1.14%
1.97%
Brazil 1.97%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.58%
United Kingdom 14.65%
46.62%
Denmark 4.71%
France 6.79%
Germany 7.63%
Ireland 7.05%
Netherlands 9.03%
Norway 1.91%
Sweden 5.09%
Switzerland 4.40%
0.00%
4.31%
Israel 2.13%
South Africa 2.18%
Greater Asia 26.39%
Japan 9.16%
1.86%
Australia 1.86%
8.67%
Hong Kong 3.96%
Taiwan 4.72%
6.69%
China 3.74%
India 2.95%
Unidentified Region 0.81%

Stock Sector Exposure

Cyclical
23.47%
Materials
0.00%
Consumer Discretionary
6.43%
Financials
17.03%
Real Estate
0.00%
Sensitive
52.73%
Communication Services
8.28%
Energy
0.00%
Industrials
21.98%
Information Technology
22.47%
Defensive
21.95%
Consumer Staples
6.90%
Health Care
15.05%
Utilities
0.00%
Not Classified
1.85%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.85%
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