Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.76%
Stock 98.31%
Bond 0.00%
Convertible 0.00%
Preferred 0.23%
Other -0.30%
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Market Capitalization

As of December 31, 2025
Large 89.94%
Mid 9.40%
Small 0.66%
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Region Exposure

% Developed Markets: 86.11%    % Emerging Markets: 12.38%    % Unidentified Markets: 1.51%

Americas 12.30%
8.72%
Canada 7.27%
United States 1.45%
3.59%
Brazil 1.61%
Mexico 0.84%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.97%
United Kingdom 13.72%
38.54%
Austria 0.62%
Belgium 0.57%
Denmark 2.89%
Finland 0.08%
France 6.45%
Germany 7.38%
Greece 0.12%
Ireland 1.98%
Italy 3.19%
Netherlands 6.41%
Portugal 0.25%
Spain 3.48%
Sweden 1.12%
Switzerland 3.38%
0.00%
0.71%
Saudi Arabia 0.14%
South Africa 0.51%
United Arab Emirates 0.06%
Greater Asia 33.22%
Japan 11.01%
0.17%
Australia 0.17%
14.01%
Hong Kong 1.84%
Singapore 0.86%
South Korea 4.15%
Taiwan 7.16%
8.02%
China 3.47%
India 4.22%
Indonesia 0.19%
Thailand 0.13%
Unidentified Region 1.51%

Stock Sector Exposure

Cyclical
39.87%
Materials
9.34%
Consumer Discretionary
9.90%
Financials
20.32%
Real Estate
0.31%
Sensitive
44.12%
Communication Services
5.88%
Energy
3.54%
Industrials
17.61%
Information Technology
17.09%
Defensive
14.18%
Consumer Staples
4.56%
Health Care
7.85%
Utilities
1.77%
Not Classified
1.83%
Non Classified Equity
0.08%
Not Classified - Non Equity
1.75%
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