Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.06%
Stock 95.47%
Bond 2.57%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

As of December 31, 2025
Large 68.25%
Mid 23.14%
Small 8.61%
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Region Exposure

% Developed Markets: 98.38%    % Emerging Markets: 0.03%    % Unidentified Markets: 1.59%

Americas 92.78%
91.85%
United States 91.85%
0.92%
Brazil 0.03%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.64%
United Kingdom 0.80%
4.83%
Ireland 1.89%
Switzerland 1.82%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.59%

Stock Sector Exposure

Cyclical
22.77%
Materials
0.81%
Consumer Discretionary
9.27%
Financials
12.70%
Real Estate
0.00%
Sensitive
43.02%
Communication Services
9.76%
Energy
5.30%
Industrials
11.00%
Information Technology
16.96%
Defensive
29.85%
Consumer Staples
14.93%
Health Care
14.45%
Utilities
0.47%
Not Classified
4.36%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.36%
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