Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.33%
Stock 98.73%
Bond 0.03%
Convertible 0.00%
Preferred 0.00%
Other 0.91%
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Market Capitalization

As of December 31, 2025
Large 81.46%
Mid 14.89%
Small 3.65%
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Region Exposure

% Developed Markets: 99.04%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.96%

Americas 96.62%
96.54%
Canada 0.13%
United States 96.41%
0.08%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.30%
United Kingdom 0.45%
1.86%
Ireland 1.45%
Netherlands 0.09%
Norway 0.00%
Sweden 0.00%
Switzerland 0.31%
0.00%
0.00%
Greater Asia 0.12%
Japan 0.00%
0.01%
Australia 0.01%
0.10%
Singapore 0.10%
0.00%
Unidentified Region 0.96%

Stock Sector Exposure

Cyclical
27.45%
Materials
1.84%
Consumer Discretionary
10.56%
Financials
13.27%
Real Estate
1.78%
Sensitive
55.75%
Communication Services
10.55%
Energy
2.80%
Industrials
7.86%
Information Technology
34.55%
Defensive
16.32%
Consumer Staples
4.54%
Health Care
9.54%
Utilities
2.24%
Not Classified
0.48%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.34%
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