Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.64%
Stock 96.94%
Bond 1.00%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

As of December 31, 2025
Large 74.74%
Mid 14.61%
Small 10.65%
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Region Exposure

% Developed Markets: 98.59%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.41%

Americas 83.81%
83.81%
Canada 2.27%
United States 81.54%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.89%
United Kingdom 5.66%
5.23%
France 0.28%
Germany 0.44%
Ireland 1.54%
Italy 0.46%
Netherlands 0.89%
Switzerland 1.61%
0.00%
0.00%
Greater Asia 3.89%
Japan 0.54%
0.00%
3.36%
South Korea 1.69%
Taiwan 1.67%
0.00%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
34.47%
Materials
3.11%
Consumer Discretionary
8.44%
Financials
20.95%
Real Estate
1.98%
Sensitive
35.96%
Communication Services
8.13%
Energy
5.84%
Industrials
11.27%
Information Technology
10.72%
Defensive
26.33%
Consumer Staples
8.23%
Health Care
12.43%
Utilities
5.67%
Not Classified
3.24%
Non Classified Equity
0.69%
Not Classified - Non Equity
2.55%
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