Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.46%
Stock 96.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
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Market Capitalization

As of December 31, 2025
Large 91.08%
Mid 8.57%
Small 0.35%
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Region Exposure

% Developed Markets: 94.32%    % Emerging Markets: 1.93%    % Unidentified Markets: 3.74%

Americas 3.73%
2.54%
Canada 2.41%
United States 0.13%
1.19%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.17%
United Kingdom 15.15%
52.02%
Belgium 0.52%
Denmark 3.92%
Finland 0.11%
France 11.76%
Germany 9.49%
Ireland 1.65%
Italy 3.55%
Netherlands 7.19%
Spain 6.20%
Sweden 3.85%
Switzerland 3.59%
0.00%
0.00%
Greater Asia 25.35%
Japan 17.11%
1.18%
Australia 1.18%
6.15%
Hong Kong 2.60%
Singapore 0.78%
South Korea 0.59%
Taiwan 2.17%
0.91%
China 0.91%
Unidentified Region 3.74%

Stock Sector Exposure

Cyclical
32.15%
Materials
4.17%
Consumer Discretionary
7.52%
Financials
20.46%
Real Estate
0.00%
Sensitive
43.73%
Communication Services
2.24%
Energy
0.97%
Industrials
25.75%
Information Technology
14.77%
Defensive
20.65%
Consumer Staples
6.69%
Health Care
9.31%
Utilities
4.66%
Not Classified
3.47%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.47%
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