Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.94%
Stock 98.47%
Bond 0.65%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of December 31, 2025
Large 70.60%
Mid 13.76%
Small 15.64%
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Region Exposure

% Developed Markets: 95.66%    % Emerging Markets: 3.46%    % Unidentified Markets: 0.88%

Americas 82.83%
82.46%
Canada 0.52%
United States 81.94%
0.37%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.05%
United Kingdom 3.23%
6.10%
Denmark 1.24%
France 0.81%
Germany 0.72%
Ireland 1.75%
Italy 0.62%
Netherlands 0.21%
Norway 0.31%
Switzerland 0.45%
0.00%
1.71%
Israel 1.71%
Greater Asia 5.24%
Japan 0.00%
0.00%
2.15%
Hong Kong 0.54%
South Korea 1.61%
3.09%
China 3.09%
Unidentified Region 0.88%

Stock Sector Exposure

Cyclical
21.98%
Materials
1.51%
Consumer Discretionary
12.13%
Financials
8.34%
Real Estate
0.00%
Sensitive
61.39%
Communication Services
7.47%
Energy
0.79%
Industrials
17.17%
Information Technology
35.96%
Defensive
15.07%
Consumer Staples
0.85%
Health Care
13.64%
Utilities
0.57%
Not Classified
1.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.56%
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