Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.33%
Stock 99.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 26.49%
Mid 42.30%
Small 31.21%
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Region Exposure

% Developed Markets: 99.67%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.33%

Americas 87.23%
85.21%
Canada 3.81%
United States 81.40%
2.01%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.44%
United Kingdom 1.60%
10.84%
Denmark 2.57%
Ireland 4.34%
Netherlands 2.38%
Switzerland 1.54%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
32.83%
Materials
1.45%
Consumer Discretionary
21.21%
Financials
9.22%
Real Estate
0.94%
Sensitive
39.89%
Communication Services
2.66%
Energy
0.00%
Industrials
18.61%
Information Technology
18.62%
Defensive
26.67%
Consumer Staples
3.54%
Health Care
17.57%
Utilities
5.56%
Not Classified
0.61%
Non Classified Equity
0.61%
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