Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.28%
Stock 97.86%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.86%
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Market Capitalization

As of December 31, 2025
Large 73.18%
Mid 22.28%
Small 4.54%
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Region Exposure

% Developed Markets: 96.33%    % Emerging Markets: 1.81%    % Unidentified Markets: 1.86%

Americas 3.49%
3.49%
United States 3.49%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 73.68%
United Kingdom 25.66%
48.02%
Finland 1.80%
France 6.66%
Germany 7.87%
Greece 1.52%
Ireland 1.99%
Italy 2.89%
Netherlands 9.96%
Norway 1.33%
Spain 2.00%
Switzerland 8.05%
0.00%
0.00%
Greater Asia 20.97%
Japan 17.21%
0.00%
1.95%
Singapore 1.95%
1.81%
China 1.81%
Unidentified Region 1.86%

Stock Sector Exposure

Cyclical
46.81%
Materials
7.12%
Consumer Discretionary
9.41%
Financials
30.28%
Real Estate
0.00%
Sensitive
28.65%
Communication Services
6.98%
Energy
6.15%
Industrials
12.82%
Information Technology
2.70%
Defensive
22.73%
Consumer Staples
11.60%
Health Care
9.94%
Utilities
1.18%
Not Classified
1.82%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.82%
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