Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 98.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.77%
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Market Capitalization

As of December 31, 2025
Large 2.92%
Mid 53.91%
Small 43.17%
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Region Exposure

% Developed Markets: 98.53%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.47%

Americas 12.92%
12.92%
Canada 12.56%
United States 0.36%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.63%
United Kingdom 13.65%
35.98%
Austria 0.30%
Belgium 0.81%
Denmark 2.22%
Finland 1.24%
France 5.60%
Germany 5.31%
Ireland 0.32%
Italy 4.02%
Netherlands 2.36%
Norway 0.32%
Spain 4.15%
Sweden 1.68%
Switzerland 7.02%
0.00%
0.00%
Greater Asia 35.98%
Japan 22.71%
5.38%
Australia 5.38%
7.89%
Hong Kong 0.50%
Singapore 1.46%
South Korea 5.94%
0.00%
Unidentified Region 1.47%

Stock Sector Exposure

Cyclical
46.33%
Materials
12.87%
Consumer Discretionary
12.34%
Financials
13.47%
Real Estate
7.65%
Sensitive
40.80%
Communication Services
3.88%
Energy
3.85%
Industrials
22.79%
Information Technology
10.27%
Defensive
12.41%
Consumer Staples
3.63%
Health Care
6.34%
Utilities
2.45%
Not Classified
0.46%
Non Classified Equity
0.46%
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