Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.34%
Stock 98.05%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.61%
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Market Capitalization

As of December 31, 2025
Large 76.06%
Mid 16.73%
Small 7.21%
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Region Exposure

% Developed Markets: 99.33%    % Emerging Markets: 0.06%    % Unidentified Markets: 0.61%

Americas 96.88%
96.71%
Canada 0.76%
United States 95.95%
0.17%
Brazil 0.06%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.34%
United Kingdom 0.80%
1.53%
Finland 0.01%
Ireland 0.99%
Netherlands 0.23%
Switzerland 0.20%
0.00%
0.00%
Greater Asia 0.17%
Japan 0.00%
0.03%
Australia 0.03%
0.14%
Taiwan 0.14%
0.00%
Unidentified Region 0.61%

Stock Sector Exposure

Cyclical
30.90%
Materials
2.56%
Consumer Discretionary
10.93%
Financials
15.50%
Real Estate
1.91%
Sensitive
53.28%
Communication Services
10.41%
Energy
2.85%
Industrials
9.86%
Information Technology
30.16%
Defensive
15.55%
Consumer Staples
3.71%
Health Care
9.97%
Utilities
1.88%
Not Classified
0.26%
Non Classified Equity
0.26%
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