Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.02%
Stock 99.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.22%
Other 0.10%
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Market Capitalization

As of December 31, 2025
Large 8.09%
Mid 60.57%
Small 31.34%
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Region Exposure

% Developed Markets: 99.44%    % Emerging Markets: 0.22%    % Unidentified Markets: 0.35%

Americas 97.45%
96.84%
Canada 0.89%
United States 95.95%
0.61%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.82%
United Kingdom 0.33%
1.24%
Denmark 0.12%
Finland 0.15%
Ireland 0.24%
Netherlands 0.46%
Switzerland 0.27%
0.00%
0.25%
Israel 0.25%
Greater Asia 0.38%
Japan 0.00%
0.00%
0.16%
Singapore 0.16%
0.22%
India 0.09%
Thailand 0.13%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
31.97%
Materials
0.94%
Consumer Discretionary
21.00%
Financials
8.88%
Real Estate
1.15%
Sensitive
46.38%
Communication Services
4.93%
Energy
2.73%
Industrials
20.12%
Information Technology
18.59%
Defensive
20.78%
Consumer Staples
1.97%
Health Care
16.05%
Utilities
2.76%
Not Classified
0.87%
Non Classified Equity
0.76%
Not Classified - Non Equity
0.10%
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