Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 97.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.03%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 73.60%
Mid 16.76%
Small 9.64%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.94%    % Emerging Markets: 2.02%    % Unidentified Markets: 2.03%

Americas 59.07%
59.07%
Canada 4.49%
United States 54.59%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.53%
United Kingdom 0.00%
26.53%
France 6.66%
Germany 3.28%
Ireland 5.31%
Italy 2.07%
Netherlands 4.26%
Switzerland 1.95%
0.00%
0.00%
Greater Asia 12.37%
Japan 2.94%
0.00%
7.41%
Hong Kong 3.43%
Taiwan 3.98%
2.02%
China 1.00%
India 1.02%
Unidentified Region 2.03%

Stock Sector Exposure

Cyclical
21.26%
Materials
0.00%
Consumer Discretionary
3.03%
Financials
18.23%
Real Estate
0.00%
Sensitive
65.96%
Communication Services
3.89%
Energy
0.00%
Industrials
28.26%
Information Technology
33.81%
Defensive
10.37%
Consumer Staples
0.00%
Health Care
9.22%
Utilities
1.15%
Not Classified
2.41%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.41%
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