Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 98.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.02%
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Market Capitalization

As of December 31, 2025
Large 3.79%
Mid 27.61%
Small 68.60%
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Region Exposure

% Developed Markets: 81.26%    % Emerging Markets: 17.72%    % Unidentified Markets: 1.02%

Americas 8.46%
4.41%
Canada 4.41%
4.05%
Brazil 4.05%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.65%
United Kingdom 8.12%
46.40%
Belgium 4.02%
Denmark 1.17%
France 15.58%
Germany 4.01%
Ireland 3.07%
Italy 2.13%
Netherlands 2.15%
Norway 7.13%
Portugal 2.14%
Spain 0.52%
Sweden 4.49%
0.00%
1.13%
South Africa 1.13%
Greater Asia 34.87%
Japan 12.26%
0.00%
10.07%
Hong Kong 1.91%
Singapore 1.14%
South Korea 2.83%
Taiwan 4.19%
12.54%
China 3.63%
India 2.26%
Thailand 6.65%
Unidentified Region 1.02%

Stock Sector Exposure

Cyclical
55.56%
Materials
7.24%
Consumer Discretionary
20.79%
Financials
27.54%
Real Estate
0.00%
Sensitive
31.06%
Communication Services
3.47%
Energy
0.94%
Industrials
17.44%
Information Technology
9.21%
Defensive
13.06%
Consumer Staples
3.09%
Health Care
1.44%
Utilities
8.53%
Not Classified
0.31%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.31%
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