Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.37%
Stock 99.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of December 31, 2025
Large 1.97%
Mid 2.66%
Small 95.37%
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Region Exposure

% Developed Markets: 98.54%    % Emerging Markets: 1.13%    % Unidentified Markets: 0.33%

Americas 94.93%
92.58%
Canada 2.71%
United States 89.87%
2.36%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.57%
United Kingdom 0.44%
2.37%
Belgium 0.63%
Ireland 0.48%
Netherlands 0.74%
Switzerland 0.52%
0.00%
0.76%
Israel 0.76%
Greater Asia 1.17%
Japan 0.00%
0.00%
0.04%
Singapore 0.04%
1.13%
Thailand 1.13%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
20.76%
Materials
2.39%
Consumer Discretionary
8.34%
Financials
8.79%
Real Estate
1.25%
Sensitive
50.63%
Communication Services
2.33%
Energy
1.89%
Industrials
23.52%
Information Technology
22.90%
Defensive
27.98%
Consumer Staples
1.60%
Health Care
24.17%
Utilities
2.22%
Not Classified
0.63%
Non Classified Equity
0.63%
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