Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.36%
Stock 98.24%
Bond 1.40%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 89.45%
Mid 7.68%
Small 2.88%
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Region Exposure

% Developed Markets: 99.83%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.17%

Americas 67.22%
67.22%
Canada 1.44%
United States 65.78%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.72%
United Kingdom 12.88%
12.84%
France 3.75%
Germany 1.97%
Ireland 2.72%
Italy 2.74%
Switzerland 1.67%
0.00%
0.00%
Greater Asia 6.89%
Japan 2.59%
0.00%
4.30%
Hong Kong 1.93%
Taiwan 2.38%
0.00%
Unidentified Region 0.17%

Stock Sector Exposure

Cyclical
32.39%
Materials
5.00%
Consumer Discretionary
6.75%
Financials
18.46%
Real Estate
2.19%
Sensitive
50.33%
Communication Services
9.23%
Energy
2.34%
Industrials
10.92%
Information Technology
27.84%
Defensive
17.27%
Consumer Staples
2.82%
Health Care
14.07%
Utilities
0.39%
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