Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.80%
Stock 94.07%
Bond 2.69%
Convertible 0.00%
Preferred 0.35%
Other 1.09%
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Market Capitalization

As of December 31, 2025
Large 65.16%
Mid 26.44%
Small 8.41%
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Region Exposure

% Developed Markets: 96.98%    % Emerging Markets: 2.01%    % Unidentified Markets: 1.00%

Americas 7.30%
6.24%
Canada 1.48%
United States 4.75%
1.07%
Brazil 0.61%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.24%
United Kingdom 14.11%
47.46%
Austria 1.32%
Belgium 1.26%
Denmark 1.50%
Finland 1.70%
France 7.05%
Germany 8.67%
Ireland 2.09%
Italy 3.67%
Netherlands 5.22%
Norway 1.20%
Portugal 0.39%
Spain 2.26%
Sweden 1.80%
Switzerland 8.14%
0.00%
1.67%
Israel 1.67%
Saudi Arabia 0.00%
South Africa -0.00%
Greater Asia 28.46%
Japan 17.24%
3.29%
Australia 3.08%
6.66%
Hong Kong 3.14%
Singapore 2.19%
South Korea 0.83%
Taiwan 0.50%
1.26%
China 0.94%
India 0.14%
Indonesia 0.18%
Malaysia 0.00%
Thailand 0.00%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
43.88%
Materials
6.94%
Consumer Discretionary
11.01%
Financials
24.15%
Real Estate
1.77%
Sensitive
34.57%
Communication Services
2.84%
Energy
3.51%
Industrials
18.79%
Information Technology
9.43%
Defensive
20.69%
Consumer Staples
6.07%
Health Care
12.07%
Utilities
2.56%
Not Classified
0.85%
Non Classified Equity
0.27%
Not Classified - Non Equity
0.58%
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