Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.37%
Stock 86.72%
Bond 3.42%
Convertible 0.00%
Preferred 0.03%
Other 10.20%
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Market Capitalization

As of December 31, 2025
Large 77.90%
Mid 15.45%
Small 6.64%
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Region Exposure

% Developed Markets: 90.22%    % Emerging Markets: 0.00%    % Unidentified Markets: 9.78%

Americas 65.20%
65.09%
Canada 2.35%
United States 62.75%
0.11%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.11%
United Kingdom 3.74%
13.36%
Belgium 0.13%
Denmark 0.57%
Finland 0.09%
France 3.17%
Germany 1.83%
Ireland 0.03%
Italy 1.44%
Netherlands 2.02%
Spain 1.47%
Sweden 0.19%
Switzerland 2.42%
0.00%
0.00%
Greater Asia 7.91%
Japan 5.50%
2.05%
Australia 2.05%
0.36%
Singapore 0.36%
0.00%
Unidentified Region 9.78%

Stock Sector Exposure

Cyclical
31.25%
Materials
2.04%
Consumer Discretionary
10.07%
Financials
19.12%
Real Estate
0.03%
Sensitive
45.07%
Communication Services
8.73%
Energy
3.59%
Industrials
7.05%
Information Technology
25.71%
Defensive
13.37%
Consumer Staples
3.12%
Health Care
9.23%
Utilities
1.02%
Not Classified
10.30%
Non Classified Equity
0.00%
Not Classified - Non Equity
10.30%
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