Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.01%
Stock 98.53%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.46%
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Market Capitalization

As of December 31, 2025
Large 51.76%
Mid 39.28%
Small 8.96%
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Region Exposure

% Developed Markets: 97.15%    % Emerging Markets: 1.38%    % Unidentified Markets: 1.46%

Americas 68.25%
66.87%
Canada 10.27%
United States 56.61%
1.38%
Mexico 1.38%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.94%
United Kingdom 5.66%
19.28%
France 4.02%
Germany 1.23%
Greece 0.85%
Netherlands 2.04%
Portugal 1.40%
Spain 9.72%
0.00%
0.00%
Greater Asia 5.34%
Japan 1.27%
4.07%
Australia 2.61%
0.00%
0.00%
Unidentified Region 1.46%

Stock Sector Exposure

Cyclical
4.70%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
4.70%
Sensitive
45.97%
Communication Services
1.35%
Energy
12.95%
Industrials
31.66%
Information Technology
0.00%
Defensive
49.33%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
49.33%
Not Classified
0.00%
Non Classified Equity
0.00%
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