Asset Allocation

As of December 31, 2025.
Type % Net
Cash 4.45%
Stock 95.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 15.22%
Mid 28.03%
Small 56.75%
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Region Exposure

% Developed Markets: 88.93%    % Emerging Markets: 6.62%    % Unidentified Markets: 4.45%

Americas 53.35%
49.67%
United States 49.67%
3.68%
Mexico 3.68%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.33%
United Kingdom 0.00%
33.33%
France 8.73%
Germany 5.65%
Ireland 4.11%
Netherlands 14.84%
0.00%
0.00%
Greater Asia 8.87%
Japan 3.29%
2.64%
Australia 2.64%
0.00%
2.94%
Philippines 2.94%
Unidentified Region 4.45%

Stock Sector Exposure

Cyclical
33.75%
Materials
0.97%
Consumer Discretionary
19.32%
Financials
6.16%
Real Estate
7.30%
Sensitive
29.65%
Communication Services
17.42%
Energy
5.98%
Industrials
6.24%
Information Technology
0.00%
Defensive
36.61%
Consumer Staples
21.53%
Health Care
15.07%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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