Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.89%
Stock 97.92%
Bond 1.26%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of December 31, 2025
Large 72.75%
Mid 17.77%
Small 9.48%
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Region Exposure

% Developed Markets: 99.24%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.76%

Americas 81.63%
81.27%
Canada 1.63%
United States 79.64%
0.36%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.01%
United Kingdom 3.83%
8.16%
Belgium 0.50%
France 0.26%
Germany 2.90%
Ireland 1.33%
Netherlands 0.56%
Switzerland 1.29%
0.00%
2.02%
Israel 2.02%
Greater Asia 3.60%
Japan 0.00%
0.00%
3.60%
Singapore 1.94%
Taiwan 1.66%
0.00%
Unidentified Region 0.76%

Stock Sector Exposure

Cyclical
27.23%
Materials
2.03%
Consumer Discretionary
7.85%
Financials
15.65%
Real Estate
1.71%
Sensitive
38.54%
Communication Services
6.18%
Energy
2.68%
Industrials
12.00%
Information Technology
17.68%
Defensive
30.75%
Consumer Staples
9.52%
Health Care
13.84%
Utilities
7.39%
Not Classified
3.48%
Non Classified Equity
1.34%
Not Classified - Non Equity
2.13%
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