Asset Allocation

As of December 31, 2025.
Type % Net
Cash -1.48%
Stock 96.67%
Bond 1.60%
Convertible 0.00%
Preferred 0.00%
Other 3.21%
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Market Capitalization

As of December 31, 2025
Large 1.20%
Mid 1.56%
Small 97.24%
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Region Exposure

% Developed Markets: 97.28%    % Emerging Markets: 0.99%    % Unidentified Markets: 1.73%

Americas 94.50%
91.29%
Canada 0.28%
United States 91.01%
3.21%
Brazil 0.04%
Colombia 0.07%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.79%
United Kingdom 0.80%
1.49%
Belgium 0.06%
France 0.09%
Germany 0.05%
Greece 0.12%
Ireland 0.43%
Netherlands 0.02%
Switzerland 0.41%
0.00%
0.50%
Israel 0.49%
South Africa 0.01%
Greater Asia 0.98%
Japan 0.00%
0.00%
0.30%
Singapore 0.29%
South Korea 0.00%
0.68%
Thailand 0.68%
Unidentified Region 1.73%

Stock Sector Exposure

Cyclical
35.61%
Materials
4.07%
Consumer Discretionary
9.49%
Financials
17.31%
Real Estate
4.74%
Sensitive
38.75%
Communication Services
3.03%
Energy
4.77%
Industrials
17.16%
Information Technology
13.79%
Defensive
22.42%
Consumer Staples
2.12%
Health Care
17.33%
Utilities
2.97%
Not Classified
3.22%
Non Classified Equity
0.33%
Not Classified - Non Equity
2.89%
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