Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.88%
Stock 99.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 82.02%
Mid 12.83%
Small 5.15%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.27%    % Emerging Markets: 1.63%    % Unidentified Markets: 0.09%

Americas 65.90%
65.47%
Canada 0.01%
United States 65.47%
0.43%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.45%
United Kingdom 4.78%
13.67%
France 2.54%
Germany 1.29%
Ireland 2.58%
Italy 2.78%
Netherlands 1.67%
Norway 0.56%
Spain 0.81%
Switzerland 1.44%
0.00%
0.00%
Greater Asia 15.55%
Japan 4.16%
1.08%
Australia 1.08%
9.11%
Hong Kong 2.26%
Singapore 0.91%
South Korea 3.80%
Taiwan 2.13%
1.20%
China 1.20%
Unidentified Region 0.09%

Stock Sector Exposure

Cyclical
33.97%
Materials
2.71%
Consumer Discretionary
8.66%
Financials
19.81%
Real Estate
2.79%
Sensitive
49.65%
Communication Services
9.88%
Energy
0.00%
Industrials
10.79%
Information Technology
28.98%
Defensive
16.38%
Consumer Staples
3.40%
Health Care
10.49%
Utilities
2.49%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
View Region Exposure
Start Trial

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