Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.90%
Stock 98.95%
Bond 0.10%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of December 31, 2025
Large 85.59%
Mid 11.22%
Small 3.19%
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Region Exposure

% Developed Markets: 98.69%    % Emerging Markets: 1.12%    % Unidentified Markets: 0.19%

Americas 62.79%
61.72%
Canada 2.43%
United States 59.29%
1.07%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.36%
United Kingdom 5.55%
21.81%
Belgium 2.65%
France 2.53%
Germany 2.02%
Ireland 3.06%
Netherlands 4.71%
Norway 0.01%
Portugal 0.70%
Spain 2.96%
Sweden 0.00%
Switzerland 2.66%
0.00%
0.00%
Greater Asia 9.66%
Japan 3.37%
0.24%
Australia 0.23%
4.93%
Hong Kong 1.90%
Singapore 0.28%
Taiwan 2.75%
1.12%
China 1.12%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
32.78%
Materials
3.39%
Consumer Discretionary
10.01%
Financials
17.69%
Real Estate
1.68%
Sensitive
49.92%
Communication Services
8.92%
Energy
3.28%
Industrials
10.25%
Information Technology
27.48%
Defensive
16.21%
Consumer Staples
5.02%
Health Care
8.80%
Utilities
2.39%
Not Classified
1.10%
Non Classified Equity
0.10%
Not Classified - Non Equity
0.99%
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