Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.61%
Stock 97.19%
Bond 0.00%
Convertible 0.00%
Preferred 0.08%
Other 0.11%
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Market Capitalization

As of December 31, 2025
Large 80.08%
Mid 18.60%
Small 1.32%
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Region Exposure

% Developed Markets: 96.27%    % Emerging Markets: 1.72%    % Unidentified Markets: 2.01%

Americas 2.32%
0.60%
Canada 0.59%
United States 0.01%
1.72%
Mexico 1.72%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.33%
United Kingdom 17.18%
47.16%
Austria 0.24%
Belgium 0.86%
Denmark 0.48%
Finland 3.22%
France 7.96%
Germany 8.27%
Ireland 0.15%
Italy 4.56%
Netherlands 4.20%
Norway 2.70%
Portugal 0.32%
Spain 6.32%
Sweden 1.49%
Switzerland 5.84%
0.00%
0.00%
Greater Asia 31.34%
Japan 22.81%
5.96%
Australia 5.90%
2.57%
Hong Kong 2.32%
Singapore 0.25%
0.00%
Unidentified Region 2.01%

Stock Sector Exposure

Cyclical
47.04%
Materials
7.80%
Consumer Discretionary
7.96%
Financials
28.97%
Real Estate
2.30%
Sensitive
34.66%
Communication Services
3.03%
Energy
5.19%
Industrials
21.32%
Information Technology
5.12%
Defensive
18.19%
Consumer Staples
3.69%
Health Care
8.63%
Utilities
5.88%
Not Classified
0.11%
Non Classified Equity
0.11%
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