Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.47%
Stock 94.79%
Bond 1.97%
Convertible 0.00%
Preferred 0.48%
Other 2.29%
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Market Capitalization

As of December 31, 2025
Large 69.53%
Mid 21.91%
Small 8.56%
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Region Exposure

% Developed Markets: 92.58%    % Emerging Markets: 5.09%    % Unidentified Markets: 2.33%

Americas 12.51%
9.57%
Canada 4.63%
United States 4.93%
2.94%
Brazil 1.59%
Mexico 0.23%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.17%
United Kingdom 19.32%
39.73%
Austria 0.56%
Belgium 1.08%
Denmark 1.27%
Finland 0.60%
France 10.24%
Germany 8.03%
Greece 0.08%
Ireland 2.32%
Italy 3.25%
Netherlands 6.13%
Norway 0.12%
Portugal 0.00%
Spain 0.82%
Sweden 0.94%
Switzerland 3.36%
0.02%
Poland 0.00%
Turkey 0.02%
1.09%
Israel 0.67%
South Africa 0.38%
United Arab Emirates 0.04%
Greater Asia 25.00%
Japan 13.10%
1.02%
Australia 1.02%
8.51%
Hong Kong 0.93%
Singapore 2.61%
South Korea 3.04%
Taiwan 1.93%
2.37%
China 1.23%
India 0.61%
Indonesia 0.19%
Thailand 0.33%
Unidentified Region 2.33%

Stock Sector Exposure

Cyclical
38.90%
Materials
4.83%
Consumer Discretionary
10.09%
Financials
21.82%
Real Estate
2.17%
Sensitive
41.14%
Communication Services
6.34%
Energy
3.40%
Industrials
19.38%
Information Technology
12.01%
Defensive
16.32%
Consumer Staples
6.73%
Health Care
7.86%
Utilities
1.73%
Not Classified
3.64%
Non Classified Equity
0.06%
Not Classified - Non Equity
3.58%
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