Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.20%
Stock 96.98%
Bond 0.00%
Convertible 0.00%
Preferred 1.73%
Other 1.09%
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Market Capitalization

As of December 31, 2025
Large 73.68%
Mid 18.93%
Small 7.38%
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Region Exposure

% Developed Markets: 98.91%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.09%

Americas 1.13%
0.00%
United States 0.00%
1.13%
Mexico 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.85%
United Kingdom 24.85%
44.94%
Austria 1.07%
Belgium 0.01%
Denmark 0.02%
Finland 0.01%
France 17.32%
Germany 9.91%
Ireland 0.01%
Italy 4.12%
Netherlands 5.11%
Norway 0.01%
Portugal 0.00%
Spain 4.14%
Sweden 0.07%
Switzerland 3.13%
0.00%
0.06%
Israel 0.06%
Greater Asia 27.93%
Japan 23.92%
1.66%
Australia 1.64%
2.35%
Hong Kong 0.88%
Singapore 1.47%
0.00%
China 0.00%
Unidentified Region 1.09%

Stock Sector Exposure

Cyclical
39.79%
Materials
4.62%
Consumer Discretionary
6.08%
Financials
24.62%
Real Estate
4.47%
Sensitive
44.87%
Communication Services
6.00%
Energy
8.98%
Industrials
26.56%
Information Technology
3.34%
Defensive
14.27%
Consumer Staples
1.84%
Health Care
8.38%
Utilities
4.05%
Not Classified
1.06%
Non Classified Equity
0.84%
Not Classified - Non Equity
0.23%
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