Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 99.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of December 31, 2025
Large 84.48%
Mid 12.53%
Small 2.99%
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Region Exposure

% Developed Markets: 98.80%    % Emerging Markets: 1.16%    % Unidentified Markets: 0.04%

Americas 77.54%
76.51%
Canada 3.27%
United States 73.24%
1.03%
Brazil 0.42%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.08%
United Kingdom 4.84%
14.24%
Austria 1.26%
Denmark 0.21%
France 3.54%
Germany 0.48%
Ireland 1.94%
Italy 1.56%
Netherlands 0.84%
Spain 1.27%
Sweden 2.08%
Switzerland 0.64%
0.00%
0.00%
Greater Asia 3.34%
Japan 0.89%
0.41%
Australia 0.41%
1.66%
Taiwan 1.66%
0.38%
India 0.38%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
31.59%
Materials
1.98%
Consumer Discretionary
9.79%
Financials
19.43%
Real Estate
0.40%
Sensitive
53.59%
Communication Services
9.90%
Energy
3.83%
Industrials
12.13%
Information Technology
27.74%
Defensive
14.79%
Consumer Staples
2.52%
Health Care
9.97%
Utilities
2.31%
Not Classified
0.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.02%
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