Asset Allocation

As of December 31, 2025.
Type % Net
Cash 4.68%
Stock 94.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
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Market Capitalization

As of December 31, 2025
Large 77.65%
Mid 18.43%
Small 3.92%
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Region Exposure

% Developed Markets: 93.41%    % Emerging Markets: 1.53%    % Unidentified Markets: 5.06%

Americas 3.91%
3.91%
Canada 3.91%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.58%
United Kingdom 22.96%
41.63%
Denmark 4.67%
Finland 1.82%
France 8.47%
Germany 9.07%
Ireland 1.67%
Italy 1.66%
Netherlands 2.17%
Sweden 3.81%
Switzerland 8.30%
0.00%
0.00%
Greater Asia 26.45%
Japan 17.26%
2.19%
Australia 2.19%
5.47%
South Korea 2.40%
Taiwan 3.07%
1.53%
China 1.53%
Unidentified Region 5.06%

Stock Sector Exposure

Cyclical
33.18%
Materials
3.44%
Consumer Discretionary
16.86%
Financials
12.87%
Real Estate
0.00%
Sensitive
40.69%
Communication Services
4.46%
Energy
0.00%
Industrials
22.80%
Information Technology
13.43%
Defensive
26.14%
Consumer Staples
10.68%
Health Care
15.45%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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