Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.73%
Stock 98.24%
Bond 1.01%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of December 31, 2025
Large 80.94%
Mid 14.97%
Small 4.09%
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Region Exposure

% Developed Markets: 99.37%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.63%

Americas 96.99%
96.91%
Canada 0.04%
United States 96.87%
0.08%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.28%
United Kingdom 0.43%
1.84%
Ireland 1.44%
Netherlands 0.09%
Switzerland 0.31%
0.00%
0.00%
Greater Asia 0.10%
Japan 0.00%
0.00%
0.10%
Singapore 0.10%
0.00%
Unidentified Region 0.63%

Stock Sector Exposure

Cyclical
27.06%
Materials
1.81%
Consumer Discretionary
10.41%
Financials
13.10%
Real Estate
1.75%
Sensitive
55.07%
Communication Services
10.41%
Energy
2.77%
Industrials
7.76%
Information Technology
34.13%
Defensive
16.13%
Consumer Staples
4.48%
Health Care
9.44%
Utilities
2.21%
Not Classified
1.74%
Non Classified Equity
0.13%
Not Classified - Non Equity
1.61%
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