Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.14%
Stock 98.38%
Bond 0.20%
Convertible 0.00%
Preferred 0.31%
Other 1.24%
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Market Capitalization

As of December 31, 2025
Large 85.69%
Mid 13.50%
Small 0.81%
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Region Exposure

% Developed Markets: 98.97%    % Emerging Markets: 0.10%    % Unidentified Markets: 0.93%

Americas 0.31%
0.23%
United States 0.23%
0.08%
Mexico 0.05%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.72%
United Kingdom 14.25%
51.38%
Austria 0.27%
Belgium 0.85%
Denmark 1.89%
Finland 1.16%
France 9.58%
Germany 9.57%
Ireland 0.83%
Italy 3.11%
Netherlands 5.95%
Norway 0.57%
Portugal 0.18%
Spain 3.70%
Sweden 3.22%
Switzerland 9.88%
0.00%
1.08%
Israel 1.08%
Greater Asia 32.04%
Japan 21.92%
6.49%
Australia 6.26%
3.59%
Hong Kong 1.91%
Singapore 1.65%
0.03%
China 0.03%
Unidentified Region 0.93%

Stock Sector Exposure

Cyclical
41.83%
Materials
5.55%
Consumer Discretionary
9.66%
Financials
25.10%
Real Estate
1.52%
Sensitive
35.11%
Communication Services
4.35%
Energy
3.11%
Industrials
19.13%
Information Technology
8.52%
Defensive
22.37%
Consumer Staples
7.38%
Health Care
11.33%
Utilities
3.66%
Not Classified
0.69%
Non Classified Equity
0.31%
Not Classified - Non Equity
0.38%
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