Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.46%
Stock 98.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 92.97%
Mid 4.54%
Small 2.49%
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Region Exposure

% Developed Markets: 98.69%    % Emerging Markets: 0.03%    % Unidentified Markets: 1.28%

Americas 58.11%
58.11%
Canada -0.00%
United States 58.11%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.97%
United Kingdom 14.80%
15.17%
France 5.38%
Germany 1.40%
Ireland 2.54%
Italy 2.22%
Switzerland 3.63%
0.00%
0.00%
South Africa 0.00%
Greater Asia 10.64%
Japan 4.94%
0.00%
5.67%
Hong Kong 1.14%
Singapore 1.42%
Taiwan 3.10%
0.03%
India 0.03%
Unidentified Region 1.28%

Stock Sector Exposure

Cyclical
33.56%
Materials
6.32%
Consumer Discretionary
4.39%
Financials
20.01%
Real Estate
2.84%
Sensitive
46.26%
Communication Services
8.02%
Energy
3.50%
Industrials
10.19%
Information Technology
24.55%
Defensive
20.18%
Consumer Staples
4.99%
Health Care
14.90%
Utilities
0.30%
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