Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.23%
Stock 95.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.50%
Other 3.28%
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Market Capitalization

As of December 31, 2025
Large 78.43%
Mid 20.51%
Small 1.06%
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Region Exposure

% Developed Markets: 96.44%    % Emerging Markets: 0.24%    % Unidentified Markets: 3.33%

Americas 11.27%
11.14%
Canada 10.95%
United States 0.19%
0.13%
Colombia 0.01%
Mexico 0.12%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.01%
United Kingdom 12.56%
43.70%
Austria 0.34%
Belgium 0.77%
Denmark 1.25%
Finland 1.26%
France 7.67%
Germany 8.25%
Ireland 1.10%
Italy 2.71%
Netherlands 5.28%
Norway 0.92%
Portugal 0.29%
Spain 2.71%
Sweden 3.34%
Switzerland 7.19%
0.01%
Czech Republic 0.01%
Poland 0.00%
1.73%
Israel 1.73%
Greater Asia 27.40%
Japan 18.92%
4.77%
Australia 4.64%
3.61%
Hong Kong 2.23%
Singapore 1.38%
0.10%
China 0.10%
Unidentified Region 3.33%

Stock Sector Exposure

Cyclical
42.65%
Materials
6.68%
Consumer Discretionary
7.89%
Financials
27.09%
Real Estate
0.99%
Sensitive
35.62%
Communication Services
3.90%
Energy
5.16%
Industrials
17.30%
Information Technology
9.26%
Defensive
18.67%
Consumer Staples
6.75%
Health Care
9.11%
Utilities
2.81%
Not Classified
3.05%
Non Classified Equity
0.52%
Not Classified - Non Equity
2.53%
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