Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.80%
Stock 98.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.12%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 70.26%
Mid 25.92%
Small 3.82%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.99%    % Emerging Markets: 5.98%    % Unidentified Markets: 0.03%

Americas 6.99%
4.03%
Canada 2.46%
United States 1.56%
2.96%
Brazil 1.35%
Chile 0.39%
Colombia 0.42%
Mexico 0.57%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.25%
United Kingdom 14.15%
50.20%
Austria 0.86%
Belgium 0.39%
Denmark 1.77%
Finland 1.30%
France 11.61%
Germany 9.79%
Ireland 3.35%
Italy 3.26%
Netherlands 5.06%
Norway 2.69%
Portugal 0.00%
Spain 1.96%
Sweden 0.40%
Switzerland 6.34%
0.00%
0.89%
Israel 0.89%
Greater Asia 27.74%
Japan 15.42%
1.06%
Australia 1.05%
8.00%
Hong Kong 2.68%
Singapore 0.68%
South Korea 2.31%
Taiwan 2.33%
3.25%
China 2.30%
India 0.62%
Indonesia 0.33%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
43.63%
Materials
8.47%
Consumer Discretionary
11.29%
Financials
23.07%
Real Estate
0.80%
Sensitive
34.54%
Communication Services
1.66%
Energy
3.64%
Industrials
16.24%
Information Technology
13.00%
Defensive
21.74%
Consumer Staples
6.40%
Health Care
13.20%
Utilities
2.14%
Not Classified
0.09%
Non Classified Equity
0.09%
Not Classified - Non Equity
0.00%
As of December 31, 2025
View Region Exposure
Start Trial

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