Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 97.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.15%
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Market Capitalization

As of December 31, 2025
Large 76.26%
Mid 15.44%
Small 8.30%
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Region Exposure

% Developed Markets: 94.41%    % Emerging Markets: 3.44%    % Unidentified Markets: 2.15%

Americas 66.44%
66.43%
Canada 2.74%
United States 63.69%
0.00%
Brazil 0.00%
Chile 0.00%
Mexico 0.00%
Peru 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.31%
United Kingdom 3.86%
13.07%
Austria 1.07%
Belgium 0.00%
Denmark 0.45%
Finland 0.00%
France 1.76%
Germany 0.75%
Greece 0.00%
Ireland 0.66%
Italy 0.64%
Netherlands 0.98%
Norway 0.48%
Portugal 0.00%
Spain 1.61%
Sweden 0.53%
Switzerland 4.13%
0.00%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
0.39%
Israel 0.00%
Qatar 0.00%
Saudi Arabia 0.00%
South Africa 0.39%
United Arab Emirates 0.00%
Greater Asia 14.10%
Japan 4.43%
1.51%
Australia 1.07%
5.12%
Hong Kong 0.00%
Singapore 1.02%
South Korea 0.00%
Taiwan 4.09%
3.04%
China 2.34%
India 0.00%
Indonesia 0.70%
Malaysia 0.00%
Philippines 0.00%
Thailand 0.00%
Unidentified Region 2.15%

Stock Sector Exposure

Cyclical
32.81%
Materials
3.46%
Consumer Discretionary
9.92%
Financials
17.47%
Real Estate
1.96%
Sensitive
49.32%
Communication Services
10.01%
Energy
3.12%
Industrials
9.68%
Information Technology
26.51%
Defensive
17.87%
Consumer Staples
5.34%
Health Care
9.72%
Utilities
2.80%
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