Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.97%
Stock 99.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.19%
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Market Capitalization

As of December 31, 2025
Large 91.95%
Mid 7.06%
Small 1.00%
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Region Exposure

% Developed Markets: 91.93%    % Emerging Markets: 7.32%    % Unidentified Markets: 0.75%

Americas 68.40%
67.87%
Canada 2.41%
United States 65.45%
0.53%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.30%
United Kingdom 0.90%
16.40%
France 2.88%
Germany 2.36%
Italy 1.15%
Netherlands 5.31%
Spain 0.71%
Sweden 1.15%
Switzerland 2.03%
0.00%
0.00%
Greater Asia 13.55%
Japan 1.90%
0.00%
4.87%
Taiwan 4.87%
6.79%
China 2.26%
India 4.53%
Unidentified Region 0.75%

Stock Sector Exposure

Cyclical
25.84%
Materials
0.88%
Consumer Discretionary
9.89%
Financials
12.16%
Real Estate
2.91%
Sensitive
61.24%
Communication Services
21.97%
Energy
0.00%
Industrials
5.00%
Information Technology
34.27%
Defensive
12.92%
Consumer Staples
0.00%
Health Care
12.92%
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