Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.32%
Stock 98.52%
Bond 0.24%
Convertible 0.00%
Preferred 0.00%
Other 0.92%
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Market Capitalization

As of December 31, 2025
Large 85.19%
Mid 11.89%
Small 2.92%
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Region Exposure

% Developed Markets: 97.68%    % Emerging Markets: 1.41%    % Unidentified Markets: 0.91%

Americas 4.46%
4.24%
Canada 2.97%
United States 1.27%
0.22%
Mexico 0.22%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.87%
United Kingdom 17.59%
47.27%
Austria 0.88%
Denmark 1.19%
Finland 1.66%
France 9.64%
Germany 7.18%
Ireland 1.73%
Italy 3.72%
Netherlands 6.02%
Norway 1.58%
Spain 3.23%
Sweden 2.55%
Switzerland 7.64%
0.00%
0.00%
Greater Asia 29.77%
Japan 19.77%
3.04%
Australia 3.04%
6.06%
Hong Kong 0.93%
Singapore 1.34%
South Korea 1.90%
Taiwan 1.89%
0.89%
China 0.30%
India 0.59%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
42.59%
Materials
4.18%
Consumer Discretionary
10.35%
Financials
26.03%
Real Estate
2.03%
Sensitive
36.32%
Communication Services
3.22%
Energy
3.37%
Industrials
18.50%
Information Technology
11.24%
Defensive
20.38%
Consumer Staples
7.37%
Health Care
10.87%
Utilities
2.14%
Not Classified
0.70%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.56%
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