Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.18%
Stock 97.80%
Bond 0.08%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of December 31, 2025
Large 80.69%
Mid 16.84%
Small 2.47%
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Region Exposure

% Developed Markets: 98.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.07%

Americas 91.90%
91.89%
Canada 0.19%
United States 91.70%
0.01%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.70%
United Kingdom 1.35%
4.33%
Belgium 0.00%
Finland 0.01%
France 0.03%
Germany 0.03%
Ireland 3.23%
Netherlands 0.93%
Norway 0.02%
Spain 0.00%
Sweden 0.06%
0.00%
0.02%
United Arab Emirates 0.02%
Greater Asia 1.34%
Japan 0.01%
0.06%
Australia 0.06%
1.26%
Singapore 0.03%
Taiwan 1.23%
0.00%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
32.62%
Materials
2.33%
Consumer Discretionary
13.12%
Financials
14.81%
Real Estate
2.36%
Sensitive
49.66%
Communication Services
9.05%
Energy
0.00%
Industrials
5.71%
Information Technology
34.90%
Defensive
15.62%
Consumer Staples
1.74%
Health Care
11.87%
Utilities
2.01%
Not Classified
2.11%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.11%
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