Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.03%
Stock 99.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 75.93%
Mid 18.15%
Small 5.92%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 91.51%
91.51%
United States 91.51%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.49%
United Kingdom 7.01%
1.48%
Ireland 1.48%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
33.99%
Materials
4.09%
Consumer Discretionary
5.07%
Financials
21.22%
Real Estate
3.60%
Sensitive
40.03%
Communication Services
8.62%
Energy
7.18%
Industrials
13.66%
Information Technology
10.58%
Defensive
25.98%
Consumer Staples
7.21%
Health Care
12.50%
Utilities
6.27%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
View Region Exposure
Start Trial

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