Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.60%
Stock 98.08%
Bond 0.82%
Convertible 0.00%
Preferred 0.00%
Other 0.50%
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Market Capitalization

As of December 31, 2025
Large 76.51%
Mid 17.52%
Small 5.97%
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Region Exposure

% Developed Markets: 96.05%    % Emerging Markets: 2.97%    % Unidentified Markets: 0.99%

Americas 5.12%
4.58%
Canada 1.85%
United States 2.73%
0.54%
Brazil 0.54%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.17%
United Kingdom 20.75%
41.83%
Austria 0.00%
Belgium 0.20%
Denmark 0.00%
Finland 0.53%
France 10.52%
Germany 6.55%
Greece 1.16%
Ireland 1.61%
Italy 2.92%
Netherlands 5.72%
Norway 1.25%
Portugal 0.00%
Spain 5.90%
Sweden 0.02%
Switzerland 5.43%
0.53%
Poland 0.53%
2.05%
Israel 0.93%
South Africa 0.31%
United Arab Emirates 0.81%
Greater Asia 28.73%
Japan 19.37%
1.77%
Australia 1.77%
6.38%
Hong Kong 2.25%
Singapore 3.13%
South Korea 0.29%
Taiwan 0.71%
1.20%
China 0.92%
Kazakhstan 0.28%
Unidentified Region 0.99%

Stock Sector Exposure

Cyclical
47.94%
Materials
5.11%
Consumer Discretionary
8.05%
Financials
33.31%
Real Estate
1.46%
Sensitive
27.66%
Communication Services
3.22%
Energy
8.53%
Industrials
10.41%
Information Technology
5.50%
Defensive
21.93%
Consumer Staples
8.71%
Health Care
7.58%
Utilities
5.65%
Not Classified
2.47%
Non Classified Equity
1.08%
Not Classified - Non Equity
1.39%
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