Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.85%
Stock 98.32%
Bond 0.83%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 78.12%
Mid 13.44%
Small 8.44%
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Region Exposure

% Developed Markets: 96.78%    % Emerging Markets: 2.42%    % Unidentified Markets: 0.79%

Americas 62.66%
61.74%
Canada 0.88%
United States 60.86%
0.92%
Mexico 0.92%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.57%
United Kingdom 9.18%
15.39%
France 4.42%
Germany 4.11%
Ireland 1.54%
Netherlands 1.90%
Spain 3.42%
0.00%
0.00%
Greater Asia 11.98%
Japan 1.45%
0.00%
9.02%
Hong Kong 2.52%
South Korea 1.07%
Taiwan 5.44%
1.51%
India 1.51%
Unidentified Region 0.79%

Stock Sector Exposure

Cyclical
31.39%
Materials
1.35%
Consumer Discretionary
10.10%
Financials
19.94%
Real Estate
0.00%
Sensitive
49.97%
Communication Services
7.91%
Energy
4.39%
Industrials
14.61%
Information Technology
23.06%
Defensive
16.08%
Consumer Staples
6.77%
Health Care
6.44%
Utilities
2.87%
Not Classified
2.56%
Non Classified Equity
0.88%
Not Classified - Non Equity
1.68%
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