Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.25%
Stock 99.32%
Bond 0.43%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of December 31, 2025
Large 4.91%
Mid 47.05%
Small 48.04%
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Region Exposure

% Developed Markets: 99.73%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.27%

Americas 94.31%
91.29%
Canada 0.00%
United States 91.29%
3.02%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.42%
United Kingdom 2.04%
3.38%
Finland 0.28%
Ireland 2.40%
Sweden 0.00%
Switzerland 0.47%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region 0.27%

Stock Sector Exposure

Cyclical
36.31%
Materials
4.78%
Consumer Discretionary
9.31%
Financials
18.70%
Real Estate
3.52%
Sensitive
39.12%
Communication Services
1.23%
Energy
6.19%
Industrials
19.32%
Information Technology
12.38%
Defensive
23.29%
Consumer Staples
1.93%
Health Care
14.17%
Utilities
7.19%
Not Classified
1.28%
Non Classified Equity
0.60%
Not Classified - Non Equity
0.68%
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