Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.19%
Stock 97.84%
Bond 0.23%
Convertible 0.00%
Preferred 0.00%
Other -0.26%
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Market Capitalization

As of December 31, 2025
Large 72.29%
Mid 15.83%
Small 11.88%
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Region Exposure

% Developed Markets: 99.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.06%

Americas 84.88%
84.88%
Canada 2.98%
United States 81.90%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.06%
United Kingdom 5.64%
5.42%
France 0.30%
Germany 0.46%
Ireland 1.58%
Italy 0.49%
Netherlands 0.91%
Norway 0.03%
Sweden 0.01%
Switzerland 1.65%
0.00%
0.00%
Greater Asia 4.00%
Japan 0.46%
0.09%
Australia 0.07%
3.45%
Singapore 0.03%
South Korea 1.71%
Taiwan 1.71%
0.00%
Unidentified Region 0.06%

Stock Sector Exposure

Cyclical
34.35%
Materials
2.86%
Consumer Discretionary
8.46%
Financials
21.07%
Real Estate
1.96%
Sensitive
36.16%
Communication Services
8.18%
Energy
5.85%
Industrials
11.33%
Information Technology
10.79%
Defensive
26.42%
Consumer Staples
8.30%
Health Care
12.45%
Utilities
5.67%
Not Classified
3.07%
Non Classified Equity
0.68%
Not Classified - Non Equity
2.39%
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