Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.41%
Stock 97.77%
Bond 0.00%
Convertible 0.00%
Preferred 0.82%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 84.58%
Mid 14.35%
Small 1.07%
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Region Exposure

% Developed Markets: 96.71%    % Emerging Markets: 3.29%    % Unidentified Markets: 0.00%

Americas 2.83%
1.41%
Canada 0.91%
United States 0.49%
1.43%
Brazil 1.43%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 74.55%
United Kingdom 21.96%
51.10%
Belgium 1.98%
Denmark 2.59%
Finland 2.77%
France 8.30%
Germany 5.93%
Greece 2.16%
Ireland 5.27%
Italy 0.93%
Netherlands 8.60%
Spain 6.05%
Sweden 1.45%
Switzerland 5.07%
0.00%
1.49%
Israel 1.49%
Greater Asia 22.62%
Japan 15.97%
0.00%
4.78%
Hong Kong 3.12%
Taiwan 1.67%
1.86%
China 0.00%
India 1.86%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
46.57%
Materials
6.29%
Consumer Discretionary
10.59%
Financials
28.38%
Real Estate
1.30%
Sensitive
43.50%
Communication Services
3.67%
Energy
0.73%
Industrials
24.05%
Information Technology
15.06%
Defensive
9.93%
Consumer Staples
2.66%
Health Care
4.57%
Utilities
2.70%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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