Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.94%
Stock 95.63%
Bond 1.73%
Convertible 0.00%
Preferred 0.30%
Other 0.39%
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Market Capitalization

As of December 31, 2025
Large 85.77%
Mid 13.43%
Small 0.80%
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Region Exposure

% Developed Markets: 97.77%    % Emerging Markets: 0.10%    % Unidentified Markets: 2.14%

Americas 1.92%
1.83%
United States 1.83%
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 64.93%
United Kingdom 13.84%
50.05%
Austria 0.27%
Belgium 0.82%
Denmark 1.84%
Finland 1.12%
France 9.34%
Germany 9.31%
Ireland 0.81%
Italy 3.03%
Netherlands 5.82%
Norway 0.55%
Portugal 0.17%
Spain 3.61%
Sweden 3.12%
Switzerland 9.64%
0.00%
1.04%
Israel 1.04%
Greater Asia 31.01%
Japan 21.08%
6.29%
Australia 6.07%
3.61%
Hong Kong 1.96%
Singapore 1.61%
0.03%
China 0.03%
Unidentified Region 2.14%

Stock Sector Exposure

Cyclical
40.42%
Materials
5.36%
Consumer Discretionary
9.37%
Financials
24.24%
Real Estate
1.45%
Sensitive
33.98%
Communication Services
4.19%
Energy
3.02%
Industrials
18.50%
Information Technology
8.26%
Defensive
21.61%
Consumer Staples
7.10%
Health Care
10.98%
Utilities
3.52%
Not Classified
4.00%
Non Classified Equity
0.41%
Not Classified - Non Equity
3.58%
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