Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.48%
Stock 96.19%
Bond 0.00%
Convertible 0.00%
Preferred 1.04%
Other 0.29%
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Market Capitalization

As of December 31, 2025
Large 12.85%
Mid 42.25%
Small 44.89%
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Region Exposure

% Developed Markets: 90.69%    % Emerging Markets: 8.57%    % Unidentified Markets: 0.74%

Americas 11.31%
6.14%
Canada 3.79%
United States 2.35%
5.17%
Brazil 3.67%
Mexico 1.09%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.44%
United Kingdom 14.21%
31.06%
Austria 1.67%
Belgium 0.93%
Denmark 2.33%
Finland 1.66%
France 4.15%
Germany 3.94%
Greece 0.55%
Ireland 1.05%
Italy 2.33%
Netherlands 2.07%
Norway 0.49%
Portugal 0.00%
Spain 0.73%
Sweden 4.36%
Switzerland 4.37%
0.22%
Poland 0.22%
3.94%
Israel 3.44%
South Africa 0.28%
Greater Asia 38.50%
Japan 24.90%
5.04%
Australia 5.03%
5.66%
Hong Kong 1.63%
Singapore 0.38%
South Korea 0.84%
Taiwan 2.80%
2.91%
China 1.22%
India 0.28%
Indonesia 1.41%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
39.34%
Materials
8.97%
Consumer Discretionary
11.02%
Financials
12.58%
Real Estate
6.77%
Sensitive
44.00%
Communication Services
4.60%
Energy
2.67%
Industrials
23.15%
Information Technology
13.58%
Defensive
16.34%
Consumer Staples
6.04%
Health Care
7.86%
Utilities
2.44%
Not Classified
0.32%
Non Classified Equity
0.32%
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