Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.22%
Stock 98.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.39%
Other 0.82%
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Market Capitalization

As of December 31, 2025
Large 8.40%
Mid 32.38%
Small 59.21%
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Region Exposure

% Developed Markets: 98.36%    % Emerging Markets: 1.26%    % Unidentified Markets: 0.38%

Americas 9.61%
9.11%
Canada 8.25%
United States 0.86%
0.51%
Mexico 0.14%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.69%
United Kingdom 7.89%
27.63%
Austria 0.77%
Belgium 1.01%
Denmark 1.49%
Finland 1.31%
France 4.01%
Germany 3.72%
Ireland 0.57%
Italy 2.54%
Netherlands 1.47%
Norway 1.77%
Portugal 0.43%
Spain 1.38%
Sweden 3.36%
Switzerland 3.25%
1.10%
Poland 1.10%
2.07%
Israel 2.07%
Greater Asia 51.32%
Japan 31.40%
5.95%
Australia 5.29%
13.97%
Hong Kong 3.40%
Singapore 2.54%
South Korea 7.83%
Taiwan 0.14%
0.00%
Unidentified Region 0.38%

Stock Sector Exposure

Cyclical
43.24%
Materials
12.12%
Consumer Discretionary
12.77%
Financials
11.81%
Real Estate
6.54%
Sensitive
40.07%
Communication Services
4.77%
Energy
3.68%
Industrials
24.25%
Information Technology
7.37%
Defensive
16.17%
Consumer Staples
7.75%
Health Care
5.25%
Utilities
3.17%
Not Classified
0.53%
Non Classified Equity
0.53%
Not Classified - Non Equity
0.00%
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