Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.27%
Stock 98.36%
Bond 0.27%
Convertible 0.00%
Preferred 0.00%
Other 1.64%
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Market Capitalization

As of December 31, 2025
Large 74.99%
Mid 23.46%
Small 1.55%
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Region Exposure

% Developed Markets: 98.66%    % Emerging Markets: 0.11%    % Unidentified Markets: 1.23%

Americas 12.13%
12.13%
Canada 11.86%
United States 0.27%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.67%
United Kingdom 12.73%
44.04%
Austria 0.09%
Belgium 1.98%
Denmark 1.75%
Finland 1.18%
France 8.14%
Germany 7.49%
Ireland 1.42%
Italy 2.66%
Netherlands 3.29%
Norway 1.50%
Portugal 0.08%
Spain 4.10%
Sweden 2.79%
Switzerland 7.37%
0.00%
1.89%
Israel 1.89%
Greater Asia 27.97%
Japan 19.36%
4.36%
Australia 4.36%
4.14%
Hong Kong 2.69%
Singapore 1.45%
0.11%
China 0.11%
Unidentified Region 1.23%

Stock Sector Exposure

Cyclical
44.08%
Materials
6.95%
Consumer Discretionary
8.87%
Financials
27.03%
Real Estate
1.23%
Sensitive
34.97%
Communication Services
3.74%
Energy
4.33%
Industrials
18.06%
Information Technology
8.85%
Defensive
19.89%
Consumer Staples
6.61%
Health Care
9.87%
Utilities
3.41%
Not Classified
1.06%
Non Classified Equity
0.48%
Not Classified - Non Equity
0.58%
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