Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.35%
Stock 97.18%
Bond 1.28%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
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Market Capitalization

As of December 31, 2025
Large 0.00%
Mid 34.90%
Small 65.10%
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Region Exposure

% Developed Markets: 98.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.48%

Americas 8.71%
6.83%
Canada 4.86%
United States 1.97%
1.88%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.96%
United Kingdom 8.78%
43.18%
Austria 1.77%
Belgium 0.92%
Finland 2.58%
France 3.60%
Germany 6.05%
Italy 8.70%
Netherlands 2.72%
Norway 3.72%
Spain 3.64%
Sweden 5.12%
Switzerland 4.35%
0.00%
0.00%
Greater Asia 37.85%
Japan 33.70%
4.15%
Australia 4.15%
0.00%
0.00%
Unidentified Region 1.48%

Stock Sector Exposure

Cyclical
36.45%
Materials
11.24%
Consumer Discretionary
6.77%
Financials
13.67%
Real Estate
4.77%
Sensitive
47.17%
Communication Services
2.08%
Energy
3.32%
Industrials
30.12%
Information Technology
11.65%
Defensive
13.80%
Consumer Staples
10.40%
Health Care
3.39%
Utilities
0.00%
Not Classified
2.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.58%
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