Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.56%
Stock 98.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.34%
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Market Capitalization

As of December 31, 2025
Large 89.25%
Mid 10.38%
Small 0.37%
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Region Exposure

% Developed Markets: 96.74%    % Emerging Markets: 2.92%    % Unidentified Markets: 0.34%

Americas 4.63%
3.40%
Canada 1.84%
United States 1.56%
1.24%
Brazil 0.50%
Mexico 0.74%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.61%
United Kingdom 14.69%
45.54%
Austria 0.45%
Belgium 0.39%
Denmark 0.91%
Finland 1.26%
France 7.01%
Germany 9.76%
Ireland 0.62%
Italy 4.70%
Netherlands 4.96%
Norway 1.68%
Spain 5.82%
Sweden 2.05%
Switzerland 5.49%
0.83%
Poland 0.49%
Turkey 0.35%
0.55%
Israel 0.55%
Greater Asia 33.42%
Japan 21.58%
1.99%
Australia 1.99%
9.00%
Hong Kong 2.35%
Singapore 2.30%
South Korea 2.75%
Taiwan 1.31%
0.85%
China 0.85%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
36.63%
Materials
4.89%
Consumer Discretionary
10.12%
Financials
21.63%
Real Estate
0.00%
Sensitive
40.04%
Communication Services
4.58%
Energy
3.35%
Industrials
20.84%
Information Technology
11.28%
Defensive
22.52%
Consumer Staples
7.08%
Health Care
12.03%
Utilities
3.40%
Not Classified
0.80%
Non Classified Equity
0.80%
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