Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.33%
Stock 99.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.67%
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Market Capitalization

As of December 31, 2025
Large 2.44%
Mid 4.59%
Small 92.97%
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Region Exposure

% Developed Markets: 97.49%    % Emerging Markets: 1.83%    % Unidentified Markets: 0.68%

Americas 93.28%
91.09%
Canada 0.35%
United States 90.73%
2.20%
Brazil 0.63%
Colombia 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.52%
United Kingdom 1.47%
0.81%
France 0.00%
Ireland 0.52%
Sweden 0.00%
Switzerland 0.29%
0.00%
2.24%
Israel 2.24%
Greater Asia 1.51%
Japan 0.00%
0.00%
Australia 0.00%
0.32%
Hong Kong 0.31%
Singapore 0.00%
1.20%
Thailand 1.20%
Unidentified Region 0.68%

Stock Sector Exposure

Cyclical
23.07%
Materials
1.99%
Consumer Discretionary
8.06%
Financials
11.24%
Real Estate
1.78%
Sensitive
49.61%
Communication Services
1.00%
Energy
3.01%
Industrials
25.11%
Information Technology
20.49%
Defensive
25.81%
Consumer Staples
1.33%
Health Care
23.07%
Utilities
1.41%
Not Classified
1.52%
Non Classified Equity
1.50%
Not Classified - Non Equity
0.02%
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