Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.70%
Stock 98.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.05%
Other -0.02%
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Market Capitalization

As of December 31, 2025
Large 85.99%
Mid 11.88%
Small 2.13%
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Region Exposure

% Developed Markets: 87.55%    % Emerging Markets: 10.92%    % Unidentified Markets: 1.52%

Americas 10.15%
7.10%
Canada 4.63%
United States 2.47%
3.05%
Brazil 0.84%
Mexico 1.21%
Peru 0.19%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.21%
United Kingdom 13.53%
42.57%
Austria 0.07%
Belgium 0.34%
Denmark 1.73%
Finland 0.11%
France 12.42%
Germany 5.51%
Ireland 1.76%
Italy 1.95%
Netherlands 6.53%
Norway 0.26%
Spain 5.04%
Sweden 1.79%
Switzerland 4.80%
0.02%
3.10%
Israel 1.41%
Saudi Arabia 0.21%
South Africa 1.03%
United Arab Emirates 0.45%
Greater Asia 29.12%
Japan 6.80%
0.65%
Australia 0.65%
14.72%
Hong Kong 1.72%
Singapore 2.77%
South Korea 3.78%
Taiwan 5.99%
6.95%
China 4.21%
India 2.14%
Indonesia 0.07%
Philippines 0.34%
Thailand 0.19%
Unidentified Region 1.52%

Stock Sector Exposure

Cyclical
40.90%
Materials
7.44%
Consumer Discretionary
8.86%
Financials
23.21%
Real Estate
1.39%
Sensitive
39.17%
Communication Services
6.90%
Energy
4.10%
Industrials
14.39%
Information Technology
13.79%
Defensive
18.13%
Consumer Staples
8.09%
Health Care
7.36%
Utilities
2.68%
Not Classified
1.80%
Non Classified Equity
0.10%
Not Classified - Non Equity
1.70%
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