Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.17%
Stock 99.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.55%
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Market Capitalization

As of December 31, 2025
Large 91.95%
Mid 6.92%
Small 1.13%
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Region Exposure

% Developed Markets: 92.04%    % Emerging Markets: 7.40%    % Unidentified Markets: 0.55%

Americas 68.53%
67.99%
Canada 2.52%
United States 65.47%
0.53%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.28%
United Kingdom 0.90%
16.37%
France 2.88%
Germany 2.37%
Italy 1.17%
Netherlands 5.35%
Spain 0.61%
Sweden 1.16%
Switzerland 2.03%
0.00%
0.00%
Greater Asia 13.64%
Japan 1.89%
0.00%
4.88%
Taiwan 4.88%
6.87%
China 2.27%
India 4.60%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
25.86%
Materials
0.88%
Consumer Discretionary
9.88%
Financials
12.19%
Real Estate
2.91%
Sensitive
60.66%
Communication Services
21.87%
Energy
0.00%
Industrials
4.87%
Information Technology
33.91%
Defensive
12.93%
Consumer Staples
0.00%
Health Care
12.93%
Utilities
0.00%
Not Classified
0.55%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.55%
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