Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.33%
Stock 99.39%
Bond 1.82%
Convertible 0.00%
Preferred 0.00%
Other -0.88%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 0.01%
Mid 3.71%
Small 96.28%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 101.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.51%

Americas 96.02%
94.30%
United States 94.30%
1.72%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.49%
United Kingdom 3.12%
2.37%
Ireland 2.37%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -1.51%

Stock Sector Exposure

Cyclical
46.75%
Materials
5.49%
Consumer Discretionary
17.97%
Financials
17.27%
Real Estate
6.02%
Sensitive
40.03%
Communication Services
4.94%
Energy
3.14%
Industrials
17.17%
Information Technology
14.78%
Defensive
11.28%
Consumer Staples
1.86%
Health Care
8.35%
Utilities
1.07%
Not Classified
1.94%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.94%
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