Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.55%
Stock 98.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of December 31, 2025
Large 77.83%
Mid 16.79%
Small 5.37%
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Region Exposure

% Developed Markets: 98.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.26%

Americas 67.23%
67.23%
Canada 4.47%
United States 62.76%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.86%
United Kingdom 4.83%
20.03%
Belgium 1.43%
Denmark 1.24%
France 4.14%
Germany 2.98%
Ireland 2.14%
Netherlands 4.13%
Spain 3.97%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 6.65%
Japan 2.40%
0.00%
4.25%
Taiwan 4.25%
0.00%
Unidentified Region 1.26%

Stock Sector Exposure

Cyclical
26.98%
Materials
7.13%
Consumer Discretionary
8.07%
Financials
11.78%
Real Estate
0.00%
Sensitive
47.21%
Communication Services
0.00%
Energy
0.00%
Industrials
12.89%
Information Technology
34.32%
Defensive
25.81%
Consumer Staples
0.82%
Health Care
17.88%
Utilities
7.11%
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