Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.42%
Stock 97.67%
Bond 0.78%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of December 31, 2025
Large 74.84%
Mid 14.57%
Small 10.59%
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Region Exposure

% Developed Markets: 99.20%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.80%

Americas 84.10%
84.10%
Canada 2.30%
United States 81.80%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.19%
United Kingdom 5.94%
5.25%
France 0.28%
Germany 0.43%
Ireland 1.55%
Italy 0.46%
Netherlands 0.90%
Switzerland 1.63%
0.00%
0.00%
Greater Asia 3.91%
Japan 0.53%
0.00%
3.38%
South Korea 1.69%
Taiwan 1.69%
0.00%
Unidentified Region 0.80%

Stock Sector Exposure

Cyclical
34.56%
Materials
3.10%
Consumer Discretionary
8.42%
Financials
21.06%
Real Estate
1.99%
Sensitive
36.11%
Communication Services
8.15%
Energy
5.98%
Industrials
11.21%
Information Technology
10.77%
Defensive
26.65%
Consumer Staples
8.51%
Health Care
12.44%
Utilities
5.69%
Not Classified
2.68%
Non Classified Equity
0.69%
Not Classified - Non Equity
1.99%
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