Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.64%
Stock 95.67%
Bond 0.01%
Convertible 0.00%
Preferred 0.88%
Other 1.80%
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Market Capitalization

As of December 31, 2025
Large 13.07%
Mid 40.72%
Small 46.21%
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Region Exposure

% Developed Markets: 98.08%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.92%

Americas 85.43%
85.43%
United States 85.43%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.65%
United Kingdom 4.27%
8.38%
France 2.37%
Germany 1.35%
Ireland 2.02%
Netherlands 2.64%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.92%

Stock Sector Exposure

Cyclical
33.91%
Materials
5.83%
Consumer Discretionary
3.91%
Financials
15.35%
Real Estate
8.81%
Sensitive
31.40%
Communication Services
1.31%
Energy
5.12%
Industrials
17.45%
Information Technology
7.52%
Defensive
34.70%
Consumer Staples
10.75%
Health Care
15.02%
Utilities
8.92%
Not Classified
0.00%
Non Classified Equity
0.00%
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