Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 96.43%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.57%
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Market Capitalization

As of December 31, 2025
Large 85.00%
Mid 8.76%
Small 6.24%
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Region Exposure

% Developed Markets: 90.23%    % Emerging Markets: 6.20%    % Unidentified Markets: 3.57%

Americas 6.75%
5.65%
Canada 5.50%
United States 0.15%
1.10%
Brazil 1.10%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.50%
United Kingdom 11.60%
48.90%
Denmark 1.60%
Finland 0.30%
France 20.18%
Germany 3.72%
Ireland 1.28%
Italy 2.98%
Netherlands 3.89%
Spain 6.04%
Switzerland 8.92%
0.00%
0.00%
Greater Asia 29.18%
Japan 19.85%
0.73%
Australia 0.73%
3.51%
Hong Kong 2.40%
Taiwan 1.11%
5.10%
China 4.08%
Indonesia 1.02%
Unidentified Region 3.57%

Stock Sector Exposure

Cyclical
35.98%
Materials
4.75%
Consumer Discretionary
13.05%
Financials
18.18%
Real Estate
0.00%
Sensitive
36.75%
Communication Services
4.27%
Energy
0.00%
Industrials
26.00%
Information Technology
6.48%
Defensive
23.88%
Consumer Staples
5.56%
Health Care
9.29%
Utilities
9.03%
Not Classified
3.38%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.38%
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