Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.15%
Stock 100.1%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 92.46%
Mid 6.43%
Small 1.11%
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Region Exposure

% Developed Markets: 92.39%    % Emerging Markets: 7.36%    % Unidentified Markets: 0.25%

Americas 68.62%
68.09%
Canada 2.45%
United States 65.64%
0.54%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.40%
United Kingdom 0.91%
16.49%
France 2.90%
Germany 2.38%
Italy 1.19%
Netherlands 5.37%
Spain 0.62%
Sweden 1.17%
Switzerland 2.06%
0.00%
0.00%
Greater Asia 13.72%
Japan 1.94%
0.00%
4.96%
Taiwan 4.96%
6.82%
China 2.28%
India 4.54%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
25.85%
Materials
0.88%
Consumer Discretionary
9.92%
Financials
12.14%
Real Estate
2.91%
Sensitive
60.86%
Communication Services
21.88%
Energy
0.00%
Industrials
4.87%
Information Technology
34.11%
Defensive
12.99%
Consumer Staples
0.00%
Health Care
12.99%
Utilities
0.00%
Not Classified
0.31%
Non Classified Equity
0.16%
Not Classified - Non Equity
0.14%
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