Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 99.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.37%
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Market Capitalization

As of December 31, 2025
Large 4.31%
Mid 39.39%
Small 56.30%
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Region Exposure

% Developed Markets: 99.63%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.37%

Americas 97.50%
94.03%
United States 94.03%
3.47%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.13%
United Kingdom 0.00%
2.13%
Ireland 2.13%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
40.53%
Materials
6.77%
Consumer Discretionary
10.41%
Financials
15.09%
Real Estate
8.26%
Sensitive
36.93%
Communication Services
2.28%
Energy
6.64%
Industrials
17.62%
Information Technology
10.39%
Defensive
21.62%
Consumer Staples
4.13%
Health Care
10.06%
Utilities
7.43%
Not Classified
0.92%
Non Classified Equity
0.92%
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