Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 93.51%
Bond 0.00%
Convertible 0.00%
Preferred 0.21%
Other 6.28%
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Market Capitalization

As of December 31, 2025
Large 77.33%
Mid 21.80%
Small 0.87%
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Region Exposure

% Developed Markets: 94.30%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.70%

Americas 11.94%
11.94%
Canada 11.94%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.37%
United Kingdom 12.72%
42.65%
Belgium 0.60%
Denmark 2.38%
Finland 1.23%
France 8.70%
Germany 7.36%
Italy 3.16%
Netherlands 4.99%
Spain 3.13%
Sweden 2.85%
Switzerland 7.39%
0.00%
0.00%
Greater Asia 26.99%
Japan 19.50%
4.97%
Australia 4.97%
2.51%
Hong Kong 2.06%
Singapore 0.46%
0.00%
Unidentified Region 5.70%

Stock Sector Exposure

Cyclical
43.45%
Materials
8.63%
Consumer Discretionary
6.60%
Financials
27.75%
Real Estate
0.47%
Sensitive
35.50%
Communication Services
4.71%
Energy
5.04%
Industrials
20.07%
Information Technology
5.68%
Defensive
15.48%
Consumer Staples
4.40%
Health Care
9.40%
Utilities
1.68%
Not Classified
5.57%
Non Classified Equity
0.20%
Not Classified - Non Equity
5.37%
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