Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.60%
Stock 98.55%
Bond 0.86%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 59.25%
Mid 22.09%
Small 18.66%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.36%    % Emerging Markets: 0.13%    % Unidentified Markets: 0.51%

Americas 93.66%
93.48%
Canada 0.42%
United States 93.06%
0.17%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.92%
United Kingdom 2.18%
2.74%
Denmark 0.17%
Finland 0.02%
France 0.20%
Germany 0.40%
Ireland 1.48%
Netherlands 0.27%
Sweden 0.02%
0.00%
0.00%
Greater Asia 0.91%
Japan 0.00%
0.00%
0.91%
Singapore 0.18%
Taiwan 0.73%
0.00%
Unidentified Region 0.51%

Stock Sector Exposure

Cyclical
27.39%
Materials
1.80%
Consumer Discretionary
11.57%
Financials
13.08%
Real Estate
0.94%
Sensitive
51.41%
Communication Services
11.17%
Energy
2.43%
Industrials
9.10%
Information Technology
28.71%
Defensive
19.67%
Consumer Staples
5.02%
Health Care
12.21%
Utilities
2.45%
Not Classified
1.52%
Non Classified Equity
0.15%
Not Classified - Non Equity
1.37%
As of December 31, 2025
View Region Exposure
Start Trial

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