Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.02%
Stock 96.09%
Bond 0.97%
Convertible 0.00%
Preferred 0.61%
Other 1.31%
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Market Capitalization

As of December 31, 2025
Large 9.15%
Mid 30.38%
Small 60.47%
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Region Exposure

% Developed Markets: 98.46%    % Emerging Markets: 0.18%    % Unidentified Markets: 0.97%

Americas 88.80%
86.47%
Canada 0.15%
United States 86.32%
2.33%
Colombia 0.18%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.56%
United Kingdom 3.12%
6.44%
Belgium 0.16%
France 1.69%
Germany 0.94%
Ireland 1.45%
Netherlands 1.90%
Norway 0.10%
Sweden 0.21%
0.00%
0.00%
Greater Asia 0.27%
Japan 0.00%
0.00%
0.27%
Singapore 0.27%
0.00%
Unidentified Region 0.97%

Stock Sector Exposure

Cyclical
40.97%
Materials
5.95%
Consumer Discretionary
6.41%
Financials
20.64%
Real Estate
7.97%
Sensitive
30.17%
Communication Services
1.07%
Energy
6.17%
Industrials
16.12%
Information Technology
6.81%
Defensive
26.93%
Consumer Staples
8.50%
Health Care
12.14%
Utilities
6.28%
Not Classified
1.93%
Non Classified Equity
0.04%
Not Classified - Non Equity
1.89%
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