Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.18%
Stock 99.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.63%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 90.96%
Mid 8.27%
Small 0.77%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.34%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.66%

Americas 87.78%
85.76%
Canada 0.02%
United States 85.74%
2.02%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.17%
United Kingdom 4.68%
4.48%
Denmark 0.02%
Netherlands 2.33%
Switzerland 2.13%
0.00%
0.00%
Greater Asia 2.40%
Japan 0.00%
0.00%
2.40%
Taiwan 2.40%
0.00%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
11.63%
Materials
0.00%
Consumer Discretionary
7.26%
Financials
4.36%
Real Estate
0.00%
Sensitive
43.26%
Communication Services
10.91%
Energy
0.00%
Industrials
0.00%
Information Technology
32.35%
Defensive
45.11%
Consumer Staples
0.00%
Health Care
45.11%
Utilities
0.00%
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