Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.96%
Stock 96.56%
Bond 0.75%
Convertible 0.00%
Preferred 0.55%
Other 1.17%
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Market Capitalization

As of December 31, 2025
Large 78.90%
Mid 17.82%
Small 3.28%
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Region Exposure

% Developed Markets: 96.00%    % Emerging Markets: 2.43%    % Unidentified Markets: 1.56%

Americas 3.99%
2.98%
Canada 2.23%
United States 0.75%
1.02%
Brazil 0.64%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.88%
United Kingdom 21.49%
44.78%
Austria 2.48%
Denmark 0.87%
Finland 1.38%
France 10.27%
Germany 6.22%
Ireland 1.06%
Italy 4.65%
Netherlands 8.33%
Portugal 1.49%
Spain 1.88%
Sweden 1.18%
Switzerland 3.42%
0.61%
0.00%
Greater Asia 27.57%
Japan 16.72%
1.60%
Australia 1.60%
8.06%
Hong Kong 2.36%
Singapore 0.68%
South Korea 3.77%
Taiwan 1.25%
1.19%
China 0.62%
India 0.32%
Indonesia 0.25%
Unidentified Region 1.56%

Stock Sector Exposure

Cyclical
45.93%
Materials
5.63%
Consumer Discretionary
8.15%
Financials
29.28%
Real Estate
2.87%
Sensitive
31.83%
Communication Services
4.54%
Energy
4.56%
Industrials
16.03%
Information Technology
6.70%
Defensive
20.51%
Consumer Staples
7.18%
Health Care
9.60%
Utilities
3.74%
Not Classified
1.73%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.73%
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