Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.24%
Stock 96.96%
Bond 2.01%
Convertible 0.00%
Preferred 0.00%
Other 1.26%
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Market Capitalization

As of December 31, 2025
Large 64.43%
Mid 27.17%
Small 8.40%
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Region Exposure

% Developed Markets: 99.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.32%

Americas 6.14%
6.14%
Canada 6.14%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.51%
United Kingdom 13.85%
43.66%
Austria 0.64%
Finland 1.81%
France 10.66%
Germany 4.84%
Italy 2.95%
Netherlands 5.25%
Norway 3.16%
Portugal 0.70%
Spain 5.65%
Sweden 0.60%
Switzerland 7.39%
0.00%
0.00%
Greater Asia 36.03%
Japan 21.63%
5.70%
Australia 4.35%
8.70%
Hong Kong 2.44%
Singapore 6.25%
0.00%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
34.34%
Materials
2.87%
Consumer Discretionary
10.13%
Financials
20.48%
Real Estate
0.86%
Sensitive
37.24%
Communication Services
8.07%
Energy
7.44%
Industrials
15.87%
Information Technology
5.86%
Defensive
28.42%
Consumer Staples
10.42%
Health Care
10.14%
Utilities
7.87%
Not Classified
0.00%
Non Classified Equity
0.00%
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