Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.02%
Stock 96.83%
Bond 1.42%
Convertible 0.00%
Preferred 0.00%
Other 1.73%
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Market Capitalization

As of December 31, 2025
Large 73.79%
Mid 23.72%
Small 2.49%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.10%

Americas 93.05%
93.05%
United States 93.05%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.05%
United Kingdom 3.99%
1.07%
Switzerland 1.07%
0.00%
0.00%
Greater Asia 2.00%
Japan 0.00%
0.00%
2.00%
Taiwan 2.00%
0.00%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
38.97%
Materials
7.73%
Consumer Discretionary
5.52%
Financials
24.65%
Real Estate
1.07%
Sensitive
35.34%
Communication Services
6.23%
Energy
4.85%
Industrials
13.27%
Information Technology
11.00%
Defensive
24.26%
Consumer Staples
2.26%
Health Care
17.89%
Utilities
4.12%
Not Classified
1.43%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.43%
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