Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.40%
Stock 99.56%
Bond 0.33%
Convertible 0.00%
Preferred 0.00%
Other -0.28%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 5.47%
Mid 21.69%
Small 72.84%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.34%    % Emerging Markets: 4.55%    % Unidentified Markets: 0.11%

Americas 91.93%
89.72%
United States 89.72%
2.21%
Brazil 2.21%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.46%
United Kingdom 0.00%
3.46%
Spain 3.46%
0.00%
0.00%
Greater Asia 4.50%
Japan 0.00%
0.00%
2.16%
Singapore 2.16%
2.34%
China 2.34%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
22.63%
Materials
0.00%
Consumer Discretionary
11.58%
Financials
11.05%
Real Estate
0.00%
Sensitive
59.36%
Communication Services
10.97%
Energy
0.00%
Industrials
5.60%
Information Technology
42.79%
Defensive
8.38%
Consumer Staples
0.00%
Health Care
8.38%
Utilities
0.00%
Not Classified
9.63%
Non Classified Equity
8.91%
Not Classified - Non Equity
0.72%
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