Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.33%
Stock 99.02%
Bond 0.23%
Convertible 0.00%
Preferred 0.44%
Other -0.03%
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Market Capitalization

As of December 31, 2025
Large 1.94%
Mid 5.79%
Small 92.28%
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Region Exposure

% Developed Markets: 96.18%    % Emerging Markets: 0.43%    % Unidentified Markets: 3.40%

Americas 90.91%
87.41%
Canada 1.67%
United States 85.74%
3.50%
Colombia 0.42%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.47%
United Kingdom 1.44%
1.73%
Belgium 0.00%
France 0.00%
Ireland 0.00%
Italy 0.89%
Netherlands 0.56%
Sweden 0.00%
Switzerland 0.27%
0.00%
1.30%
Israel 1.30%
Greater Asia 1.23%
Japan 0.28%
0.30%
Australia 0.30%
0.63%
Hong Kong 0.22%
Singapore 0.42%
0.01%
Thailand 0.01%
Unidentified Region 3.40%

Stock Sector Exposure

Cyclical
20.41%
Materials
1.63%
Consumer Discretionary
10.35%
Financials
6.86%
Real Estate
1.57%
Sensitive
44.91%
Communication Services
1.52%
Energy
2.23%
Industrials
22.97%
Information Technology
18.19%
Defensive
30.29%
Consumer Staples
1.85%
Health Care
27.93%
Utilities
0.51%
Not Classified
4.39%
Non Classified Equity
3.74%
Not Classified - Non Equity
0.65%
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