Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.08%
Stock 98.33%
Bond 1.13%
Convertible 0.00%
Preferred 0.00%
Other 0.45%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 62.92%
Mid 24.68%
Small 12.40%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.53%

Americas 7.53%
6.78%
Canada 3.09%
United States 3.69%
0.76%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 74.59%
United Kingdom 18.06%
55.34%
Austria 3.14%
Belgium 1.87%
Denmark 2.67%
France 11.87%
Germany 12.03%
Ireland 3.21%
Italy 4.45%
Netherlands 5.61%
Spain 0.71%
Sweden 2.48%
Switzerland 5.34%
0.00%
1.19%
Israel 1.19%
Greater Asia 17.34%
Japan 13.35%
1.19%
Australia 1.19%
2.80%
Hong Kong 1.05%
South Korea 1.75%
0.00%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
38.77%
Materials
5.54%
Consumer Discretionary
7.23%
Financials
25.22%
Real Estate
0.77%
Sensitive
42.91%
Communication Services
0.00%
Energy
1.37%
Industrials
29.05%
Information Technology
12.49%
Defensive
17.22%
Consumer Staples
3.66%
Health Care
11.83%
Utilities
1.74%
Not Classified
1.10%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.10%
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