Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.66%
Stock 95.33%
Bond 2.27%
Convertible 0.00%
Preferred 0.00%
Other 1.74%
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Market Capitalization

As of December 31, 2025
Large 78.18%
Mid 17.66%
Small 4.16%
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Region Exposure

% Developed Markets: 95.64%    % Emerging Markets: 1.74%    % Unidentified Markets: 2.62%

Americas 40.45%
40.45%
United States 40.45%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.68%
United Kingdom 13.79%
30.89%
France 7.34%
Germany 8.17%
Ireland 3.94%
Netherlands 4.91%
Switzerland 6.52%
0.00%
0.00%
Greater Asia 12.25%
Japan 7.16%
0.00%
3.35%
Singapore 1.60%
South Korea 1.75%
1.74%
China 1.74%
Unidentified Region 2.62%

Stock Sector Exposure

Cyclical
34.45%
Materials
6.66%
Consumer Discretionary
7.54%
Financials
18.69%
Real Estate
1.56%
Sensitive
36.28%
Communication Services
11.44%
Energy
6.32%
Industrials
11.27%
Information Technology
7.24%
Defensive
27.49%
Consumer Staples
8.84%
Health Care
17.39%
Utilities
1.26%
Not Classified
1.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.79%
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