Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.94%
Stock 98.08%
Bond 0.74%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
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Market Capitalization

As of December 31, 2025
Large 89.24%
Mid 8.04%
Small 2.72%
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Region Exposure

% Developed Markets: 98.81%    % Emerging Markets: 0.02%    % Unidentified Markets: 1.18%

Americas 62.81%
62.81%
Canada -0.00%
United States 62.81%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.00%
United Kingdom 13.74%
13.25%
France 3.87%
Germany 1.98%
Ireland 2.99%
Italy 2.76%
Switzerland 1.64%
0.00%
0.00%
Greater Asia 9.02%
Japan 2.95%
0.00%
6.05%
Hong Kong 2.70%
Taiwan 3.35%
0.02%
India 0.02%
Unidentified Region 1.18%

Stock Sector Exposure

Cyclical
32.04%
Materials
5.21%
Consumer Discretionary
6.99%
Financials
18.20%
Real Estate
1.65%
Sensitive
48.95%
Communication Services
9.19%
Energy
2.53%
Industrials
10.98%
Information Technology
26.25%
Defensive
17.34%
Consumer Staples
3.23%
Health Care
13.56%
Utilities
0.55%
Not Classified
1.66%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.66%
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