Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.58%
Stock 97.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.40%
Other 1.02%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.00%    % Emerging Markets: 0.60%    % Unidentified Markets: 2.40%

Americas 11.20%
11.11%
Canada 10.45%
United States 0.66%
0.09%
Mexico 0.03%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.11%
United Kingdom 11.40%
39.23%
Austria 0.33%
Belgium 0.76%
Denmark 1.54%
Finland 0.93%
France 7.05%
Germany 7.05%
Ireland 0.49%
Italy 2.65%
Netherlands 4.28%
Norway 0.57%
Portugal 0.15%
Spain 2.85%
Sweden 2.85%
Switzerland 7.49%
0.45%
Poland 0.44%
1.03%
Israel 1.03%
Greater Asia 34.30%
Japan 20.09%
5.95%
Australia 5.69%
8.16%
Hong Kong 1.51%
Singapore 1.20%
South Korea 5.42%
Taiwan 0.00%
0.09%
China 0.08%
Indonesia 0.00%
Thailand 0.01%
Unidentified Region 2.40%

Stock Sector Exposure

Cyclical
43.26%
Materials
7.52%
Consumer Discretionary
9.12%
Financials
24.11%
Real Estate
2.51%
Sensitive
36.77%
Communication Services
3.48%
Energy
4.29%
Industrials
18.27%
Information Technology
10.73%
Defensive
18.66%
Consumer Staples
6.40%
Health Care
9.02%
Utilities
3.24%
Not Classified
1.31%
Non Classified Equity
0.36%
Not Classified - Non Equity
0.95%
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