Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.40%
Stock 98.31%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.29%
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Market Capitalization

As of December 31, 2025
Large 72.83%
Mid 17.08%
Small 10.09%
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Region Exposure

% Developed Markets: 97.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.04%

Americas 88.94%
88.60%
Canada 1.00%
United States 87.59%
0.34%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.69%
United Kingdom 2.83%
5.86%
France 0.29%
Ireland 1.97%
Netherlands 1.31%
Switzerland 1.84%
0.00%
0.00%
Greater Asia 0.34%
Japan 0.00%
0.00%
0.34%
Hong Kong 0.34%
0.00%
Unidentified Region 2.04%

Stock Sector Exposure

Cyclical
30.17%
Materials
3.24%
Consumer Discretionary
12.23%
Financials
13.06%
Real Estate
1.64%
Sensitive
53.95%
Communication Services
12.70%
Energy
2.83%
Industrials
7.19%
Information Technology
31.23%
Defensive
15.38%
Consumer Staples
3.72%
Health Care
10.36%
Utilities
1.31%
Not Classified
0.50%
Non Classified Equity
0.50%
Not Classified - Non Equity
0.00%
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