Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.33%
Stock 98.82%
Bond 0.22%
Convertible 0.00%
Preferred 0.44%
Other 0.18%
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Market Capitalization

As of December 31, 2025
Large 65.35%
Mid 20.40%
Small 14.24%
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Region Exposure

% Developed Markets: 96.80%    % Emerging Markets: 2.02%    % Unidentified Markets: 1.19%

Americas 67.39%
66.95%
Canada 3.28%
United States 63.67%
0.44%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.25%
United Kingdom 5.46%
14.68%
Austria 0.29%
Belgium 0.86%
Denmark 0.45%
Finland 0.13%
France 0.91%
Germany 0.79%
Ireland 3.68%
Italy 1.94%
Netherlands 1.22%
Norway 0.30%
Spain 1.73%
Sweden 2.01%
Switzerland 0.36%
0.00%
0.10%
United Arab Emirates 0.10%
Greater Asia 11.18%
Japan 3.43%
1.14%
Australia 1.14%
4.58%
Hong Kong 0.21%
Singapore 0.40%
Taiwan 3.97%
2.02%
China 1.33%
Indonesia 0.69%
Unidentified Region 1.19%

Stock Sector Exposure

Cyclical
29.93%
Materials
2.21%
Consumer Discretionary
13.70%
Financials
13.61%
Real Estate
0.41%
Sensitive
56.62%
Communication Services
11.07%
Energy
2.04%
Industrials
11.53%
Information Technology
31.99%
Defensive
12.19%
Consumer Staples
2.29%
Health Care
8.38%
Utilities
1.51%
Not Classified
1.26%
Non Classified Equity
0.71%
Not Classified - Non Equity
0.56%
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