Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.11%
Stock 98.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of December 31, 2025
Large 83.54%
Mid 13.97%
Small 2.48%
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Region Exposure

% Developed Markets: 98.87%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.13%

Americas 94.85%
94.85%
United States 94.85%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.02%
United Kingdom 1.13%
2.89%
Ireland 2.89%
Netherlands 0.00%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
Taiwan 0.00%
0.00%
Unidentified Region 1.13%

Stock Sector Exposure

Cyclical
29.20%
Materials
0.01%
Consumer Discretionary
12.58%
Financials
15.57%
Real Estate
1.04%
Sensitive
52.86%
Communication Services
11.31%
Energy
1.73%
Industrials
7.69%
Information Technology
32.14%
Defensive
16.83%
Consumer Staples
4.28%
Health Care
8.43%
Utilities
4.12%
Not Classified
1.11%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.11%
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