Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.59%
Stock 96.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.11%
Other 2.80%
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Market Capitalization

As of December 31, 2025
Large 8.38%
Mid 39.43%
Small 52.18%
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Region Exposure

% Developed Markets: 90.96%    % Emerging Markets: 5.82%    % Unidentified Markets: 3.21%

Americas 5.29%
3.37%
Canada 3.15%
United States 0.21%
1.92%
Brazil 1.12%
Mexico 0.36%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.69%
United Kingdom 14.74%
27.61%
Austria 2.01%
Belgium 1.48%
Denmark 1.95%
Finland 0.94%
France 2.51%
Germany 1.98%
Greece 0.61%
Ireland 1.03%
Italy 3.04%
Netherlands 2.08%
Norway 0.80%
Portugal 0.00%
Spain 1.96%
Sweden 3.53%
Switzerland 3.44%
1.07%
Poland 0.82%
4.27%
Israel 3.86%
South Africa 0.17%
Greater Asia 43.81%
Japan 30.06%
5.71%
Australia 5.09%
5.37%
Hong Kong 1.66%
Singapore 0.44%
Taiwan 3.27%
2.66%
China 1.31%
India 1.17%
Indonesia 0.00%
Thailand 0.19%
Unidentified Region 3.21%

Stock Sector Exposure

Cyclical
43.46%
Materials
9.76%
Consumer Discretionary
11.92%
Financials
12.99%
Real Estate
8.79%
Sensitive
39.97%
Communication Services
4.08%
Energy
1.74%
Industrials
22.17%
Information Technology
11.98%
Defensive
13.58%
Consumer Staples
3.48%
Health Care
7.06%
Utilities
3.05%
Not Classified
2.99%
Non Classified Equity
0.18%
Not Classified - Non Equity
2.81%
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