Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.15%
Stock 90.74%
Bond 2.43%
Convertible 0.00%
Preferred 2.34%
Other 1.33%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 62.45%
Mid 32.44%
Small 5.11%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.70%    % Emerging Markets: 1.82%    % Unidentified Markets: 4.48%

Americas 2.92%
2.92%
Canada 0.49%
United States 2.43%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.92%
United Kingdom 12.96%
54.96%
Belgium 1.68%
Denmark 1.78%
Finland 1.19%
France 10.27%
Germany 10.06%
Italy 1.07%
Netherlands 9.77%
Spain 5.13%
Sweden 6.34%
Switzerland 7.68%
0.00%
0.00%
Greater Asia 24.68%
Japan 21.99%
0.87%
Australia 0.87%
0.00%
1.82%
Philippines 1.82%
Unidentified Region 4.48%

Stock Sector Exposure

Cyclical
36.11%
Materials
7.57%
Consumer Discretionary
6.59%
Financials
20.79%
Real Estate
1.16%
Sensitive
29.91%
Communication Services
3.85%
Energy
3.16%
Industrials
12.58%
Information Technology
10.31%
Defensive
28.33%
Consumer Staples
14.44%
Health Care
11.41%
Utilities
2.49%
Not Classified
5.66%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.66%
As of December 31, 2025
View Region Exposure
Start Trial

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