Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.03%
Stock 99.35%
Bond 0.02%
Convertible 0.00%
Preferred 0.00%
Other 0.60%
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Market Capitalization

As of December 31, 2025
Large 7.65%
Mid 28.31%
Small 64.03%
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Region Exposure

% Developed Markets: 99.95%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.05%

Americas 95.21%
94.30%
Canada 2.47%
United States 91.83%
0.91%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.74%
United Kingdom 1.34%
3.40%
Belgium 0.37%
Germany 0.67%
Ireland 2.18%
Portugal 0.17%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
42.56%
Materials
7.46%
Consumer Discretionary
10.39%
Financials
17.06%
Real Estate
7.64%
Sensitive
34.98%
Communication Services
1.03%
Energy
5.81%
Industrials
18.86%
Information Technology
9.28%
Defensive
21.55%
Consumer Staples
4.64%
Health Care
9.78%
Utilities
7.14%
Not Classified
0.91%
Non Classified Equity
0.86%
Not Classified - Non Equity
0.05%
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