Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.16%
Stock 98.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.40%
Other 1.06%
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Market Capitalization

As of December 31, 2025
Large 74.27%
Mid 16.57%
Small 9.16%
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Region Exposure

% Developed Markets: 98.35%    % Emerging Markets: 0.61%    % Unidentified Markets: 1.04%

Americas 11.32%
11.24%
Canada 10.60%
United States 0.64%
0.09%
Mexico 0.03%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.85%
United Kingdom 11.57%
39.79%
Austria 0.34%
Belgium 0.77%
Denmark 1.56%
Finland 0.94%
France 7.15%
Germany 7.15%
Ireland 0.50%
Italy 2.69%
Netherlands 4.34%
Norway 0.58%
Portugal 0.15%
Spain 2.89%
Sweden 2.90%
Switzerland 7.59%
0.45%
Poland 0.45%
1.05%
Israel 1.05%
Greater Asia 34.78%
Japan 20.37%
6.04%
Australia 5.77%
8.28%
Hong Kong 1.53%
Singapore 1.22%
South Korea 5.50%
Taiwan 0.00%
0.09%
China 0.08%
Indonesia 0.00%
Thailand 0.01%
Unidentified Region 1.04%

Stock Sector Exposure

Cyclical
43.26%
Materials
7.52%
Consumer Discretionary
9.12%
Financials
24.11%
Real Estate
2.51%
Sensitive
36.77%
Communication Services
3.48%
Energy
4.29%
Industrials
18.27%
Information Technology
10.73%
Defensive
18.66%
Consumer Staples
6.40%
Health Care
9.02%
Utilities
3.24%
Not Classified
1.31%
Non Classified Equity
0.36%
Not Classified - Non Equity
0.95%
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