Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.24%
Stock 82.68%
Bond 0.54%
Convertible 0.00%
Preferred 5.06%
Other 11.48%
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Market Capitalization

As of December 31, 2025
Large 85.20%
Mid 9.64%
Small 5.16%
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Region Exposure

% Developed Markets: 89.46%    % Emerging Markets: 0.00%    % Unidentified Markets: 10.54%

Americas 81.61%
81.61%
Canada 1.55%
United States 80.05%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.85%
United Kingdom 3.98%
3.87%
Ireland 3.87%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 10.54%

Stock Sector Exposure

Cyclical
36.04%
Materials
2.33%
Consumer Discretionary
5.62%
Financials
23.36%
Real Estate
4.73%
Sensitive
33.72%
Communication Services
4.39%
Energy
6.45%
Industrials
14.40%
Information Technology
8.48%
Defensive
28.82%
Consumer Staples
9.28%
Health Care
12.44%
Utilities
7.10%
Not Classified
1.43%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.43%
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