Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.95%
Stock 98.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of December 31, 2025
Large 90.76%
Mid 6.24%
Small 3.00%
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Region Exposure

% Developed Markets: 97.76%    % Emerging Markets: 2.44%    % Unidentified Markets: -0.19%

Americas 3.62%
3.62%
Canada 2.11%
United States 1.51%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 74.90%
United Kingdom 19.94%
54.92%
Austria 2.80%
Belgium 0.07%
Denmark 2.79%
Finland 0.12%
France 18.03%
Germany 7.52%
Ireland 6.07%
Italy 3.04%
Netherlands 4.70%
Norway 0.05%
Portugal 0.01%
Spain 3.48%
Sweden 1.79%
Switzerland 4.47%
0.04%
Poland 0.04%
0.00%
Greater Asia 21.67%
Japan 16.40%
0.00%
2.88%
Taiwan 2.88%
2.39%
China 2.39%
Unidentified Region -0.19%

Stock Sector Exposure

Cyclical
46.16%
Materials
5.43%
Consumer Discretionary
10.66%
Financials
30.07%
Real Estate
0.00%
Sensitive
36.51%
Communication Services
4.38%
Energy
1.04%
Industrials
19.48%
Information Technology
11.61%
Defensive
17.33%
Consumer Staples
4.37%
Health Care
12.96%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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