Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.74%
Stock 97.03%
Bond 0.25%
Convertible 0.00%
Preferred 0.55%
Other 1.43%
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Market Capitalization

As of December 31, 2025
Large 57.62%
Mid 26.14%
Small 16.24%
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Region Exposure

% Developed Markets: 98.51%    % Emerging Markets: 0.05%    % Unidentified Markets: 1.44%

Americas 3.03%
2.98%
Canada 2.20%
United States 0.79%
0.05%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.25%
United Kingdom 12.07%
43.41%
Austria 0.72%
Belgium 1.03%
Denmark 2.43%
Finland 0.54%
France 9.28%
Germany 6.77%
Ireland 0.14%
Italy 2.13%
Netherlands 3.47%
Norway 1.45%
Portugal 0.47%
Spain 3.54%
Sweden 1.85%
Switzerland 9.52%
0.00%
2.77%
Israel 2.77%
South Africa 0.00%
Greater Asia 37.28%
Japan 25.45%
3.60%
Australia 2.99%
8.23%
Hong Kong 4.21%
Singapore 4.01%
0.00%
Unidentified Region 1.44%

Stock Sector Exposure

Cyclical
32.48%
Materials
3.15%
Consumer Discretionary
6.23%
Financials
21.81%
Real Estate
1.29%
Sensitive
35.05%
Communication Services
8.28%
Energy
3.71%
Industrials
15.90%
Information Technology
7.15%
Defensive
32.07%
Consumer Staples
14.98%
Health Care
10.20%
Utilities
6.89%
Not Classified
0.40%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.40%
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