Asset Allocation

As of December 31, 2024.
Type % Net
Cash 0.60%
Stock 99.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.36%
Other 0.02%
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Market Capitalization

As of December 31, 2024
Large 83.25%
Mid 15.42%
Small 1.32%
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Region Exposure

% Developed Markets: 99.93%    % Emerging Markets: 0.06%    % Unidentified Markets: 0.01%

Americas 0.60%
0.56%
Canada 0.92%
United States -0.36%
0.03%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.16%
United Kingdom 14.29%
49.91%
Austria 0.19%
Belgium 0.77%
Denmark 2.89%
Finland 0.98%
France 10.14%
Germany 9.12%
Ireland 0.77%
Italy 2.58%
Netherlands 5.49%
Norway 0.58%
Portugal 0.15%
Spain 2.61%
Sweden 3.11%
Switzerland 9.93%
0.00%
0.95%
Israel 0.95%
Greater Asia 34.24%
Japan 23.17%
7.45%
Australia 7.15%
3.59%
Hong Kong 1.92%
Singapore 1.63%
0.04%
China 0.04%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
39.94%
Materials
6.92%
Consumer Discretionary
11.48%
Financials
19.80%
Real Estate
1.74%
Sensitive
34.81%
Communication Services
4.02%
Energy
4.19%
Industrials
17.14%
Information Technology
9.47%
Defensive
24.89%
Consumer Staples
8.66%
Health Care
13.04%
Utilities
3.19%
Not Classified
0.37%
Non Classified Equity
0.37%
Not Classified - Non Equity
0.00%
As of May 31, 2024
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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