Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.43%
Stock 91.25%
Bond 0.00%
Convertible 0.00%
Preferred 3.06%
Other 4.26%
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Market Capitalization

As of December 31, 2025
Large 83.83%
Mid 13.47%
Small 2.71%
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Region Exposure

% Developed Markets: 97.33%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.67%

Americas 43.76%
43.76%
United States 43.76%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.28%
United Kingdom 11.20%
29.08%
Belgium 1.46%
Finland 1.76%
France 3.21%
Germany 6.42%
Ireland 2.91%
Italy 1.55%
Netherlands 5.88%
Norway 1.45%
Switzerland 4.44%
0.00%
0.00%
Greater Asia 13.28%
Japan 6.75%
1.59%
Australia 1.59%
4.94%
Hong Kong 1.86%
Singapore 1.56%
South Korea 1.51%
0.00%
Unidentified Region 2.67%

Stock Sector Exposure

Cyclical
36.09%
Materials
4.95%
Consumer Discretionary
4.53%
Financials
25.56%
Real Estate
1.05%
Sensitive
37.95%
Communication Services
12.55%
Energy
5.67%
Industrials
13.64%
Information Technology
6.09%
Defensive
25.60%
Consumer Staples
5.06%
Health Care
13.07%
Utilities
7.48%
Not Classified
0.35%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.35%
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