Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.90%
Stock 98.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.02%
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Market Capitalization

As of December 31, 2025
Large 15.12%
Mid 44.19%
Small 40.69%
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Region Exposure

% Developed Markets: 98.07%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.93%

Americas 93.68%
91.62%
United States 91.62%
2.06%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.39%
United Kingdom 1.20%
3.19%
Ireland 1.45%
Switzerland 1.75%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.93%

Stock Sector Exposure

Cyclical
42.98%
Materials
10.76%
Consumer Discretionary
10.02%
Financials
20.53%
Real Estate
1.67%
Sensitive
22.26%
Communication Services
6.68%
Energy
8.35%
Industrials
5.60%
Information Technology
1.63%
Defensive
34.77%
Consumer Staples
12.54%
Health Care
18.30%
Utilities
3.92%
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