Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.27%
Stock 95.18%
Bond 2.47%
Convertible 0.00%
Preferred 2.21%
Other -0.13%
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Market Capitalization

As of December 31, 2025
Large 82.94%
Mid 10.22%
Small 6.84%
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Region Exposure

% Developed Markets: 98.33%    % Emerging Markets: 1.81%    % Unidentified Markets: -0.13%

Americas 62.34%
61.36%
Canada 3.78%
United States 57.58%
0.97%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.22%
United Kingdom 5.54%
18.68%
Austria 1.61%
Belgium 0.51%
Denmark 0.52%
France 2.56%
Germany 5.17%
Italy 2.25%
Netherlands 2.34%
Spain 2.95%
Switzerland 0.77%
0.00%
0.00%
Greater Asia 13.58%
Japan 4.10%
0.00%
8.48%
Hong Kong 1.78%
South Korea 3.09%
Taiwan 3.62%
0.99%
China 0.99%
Unidentified Region -0.13%

Stock Sector Exposure

Cyclical
30.84%
Materials
4.92%
Consumer Discretionary
8.63%
Financials
17.28%
Real Estate
0.00%
Sensitive
60.65%
Communication Services
7.72%
Energy
3.41%
Industrials
14.15%
Information Technology
35.37%
Defensive
8.51%
Consumer Staples
0.51%
Health Care
6.93%
Utilities
1.07%
Not Classified
0.00%
Non Classified Equity
0.00%
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