Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.41%
Stock 98.28%
Bond 1.31%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 83.71%
Mid 13.90%
Small 2.39%
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Region Exposure

% Developed Markets: 95.50%    % Emerging Markets: 4.49%    % Unidentified Markets: 0.00%

Americas 71.81%
71.81%
Canada 5.59%
United States 66.22%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.84%
United Kingdom 5.55%
11.29%
Denmark 0.22%
France 4.40%
Germany 1.01%
Ireland 0.81%
Italy 0.87%
Netherlands 1.76%
Spain 1.00%
Sweden 1.21%
0.00%
0.00%
Greater Asia 11.34%
Japan 4.32%
0.00%
2.53%
South Korea 0.00%
Taiwan 2.52%
4.49%
China 3.68%
India 0.81%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
29.48%
Materials
4.37%
Consumer Discretionary
9.62%
Financials
15.46%
Real Estate
0.03%
Sensitive
56.70%
Communication Services
8.13%
Energy
2.07%
Industrials
18.80%
Information Technology
27.70%
Defensive
12.14%
Consumer Staples
3.48%
Health Care
6.87%
Utilities
1.79%
Not Classified
1.68%
Non Classified Equity
0.01%
Not Classified - Non Equity
1.67%
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