Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.91%
Stock 99.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.03%

Americas 39.30%
39.30%
Canada 1.16%
United States 38.15%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.86%
United Kingdom 17.46%
37.40%
Austria 2.74%
Belgium 1.06%
France 11.23%
Germany 5.91%
Ireland 0.02%
Italy 4.72%
Netherlands 5.96%
Spain 2.23%
Switzerland 3.52%
0.00%
0.00%
Greater Asia 5.81%
Japan 3.81%
0.00%
2.00%
Taiwan 2.00%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
29.29%
Materials
2.30%
Consumer Discretionary
7.36%
Financials
19.63%
Real Estate
0.00%
Sensitive
44.67%
Communication Services
8.46%
Energy
3.47%
Industrials
16.40%
Information Technology
16.33%
Defensive
26.04%
Consumer Staples
10.18%
Health Care
11.40%
Utilities
4.46%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
View Region Exposure
Start Trial

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