Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.72%
Stock 96.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.63%
Other 0.27%
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Market Capitalization

As of December 31, 2025
Large 90.62%
Mid 9.06%
Small 0.32%
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Region Exposure

% Developed Markets: 97.02%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.98%

Americas 0.00%
0.00%
United States 0.00%
0.00%
Mexico 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.69%
United Kingdom 17.75%
42.93%
Austria 0.00%
Belgium 0.26%
Denmark 2.17%
Finland 0.55%
France 8.77%
Germany 10.25%
Ireland 0.01%
Italy 2.62%
Netherlands 5.50%
Norway 0.01%
Portugal 0.28%
Spain 4.09%
Sweden 1.39%
Switzerland 7.02%
0.00%
2.02%
Israel 2.02%
Greater Asia 34.33%
Japan 25.48%
5.25%
Australia 4.95%
3.59%
Hong Kong 1.33%
Singapore 2.26%
0.00%
China 0.00%
Unidentified Region 2.98%

Stock Sector Exposure

Cyclical
39.47%
Materials
3.67%
Consumer Discretionary
7.45%
Financials
27.78%
Real Estate
0.58%
Sensitive
35.78%
Communication Services
4.30%
Energy
1.91%
Industrials
18.58%
Information Technology
10.99%
Defensive
23.63%
Consumer Staples
6.71%
Health Care
12.53%
Utilities
4.39%
Not Classified
1.12%
Non Classified Equity
1.12%
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