Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.70%
Stock 98.64%
Bond 0.54%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of December 31, 2025
Large 67.44%
Mid 28.01%
Small 4.55%
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Region Exposure

% Developed Markets: 94.54%    % Emerging Markets: 4.66%    % Unidentified Markets: 0.80%

Americas 4.61%
2.33%
Canada 1.81%
United States 0.53%
2.28%
Brazil 2.28%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.08%
United Kingdom 13.33%
50.75%
Denmark 2.50%
Finland 1.25%
France 13.10%
Germany 12.33%
Ireland 4.53%
Italy 2.11%
Netherlands 4.96%
Norway 1.93%
Switzerland 6.01%
0.00%
0.00%
Greater Asia 30.51%
Japan 19.80%
0.00%
8.33%
Hong Kong 3.92%
South Korea 4.41%
2.39%
China 1.99%
Indonesia 0.40%
Unidentified Region 0.80%

Stock Sector Exposure

Cyclical
43.97%
Materials
7.44%
Consumer Discretionary
12.77%
Financials
22.93%
Real Estate
0.82%
Sensitive
29.17%
Communication Services
1.51%
Energy
3.65%
Industrials
13.32%
Information Technology
10.69%
Defensive
25.65%
Consumer Staples
8.40%
Health Care
15.13%
Utilities
2.12%
Not Classified
1.21%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.21%
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