Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.16%
Stock 97.19%
Bond 0.00%
Convertible 0.00%
Preferred 1.94%
Other 0.72%
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Market Capitalization

As of December 31, 2025
Large 83.96%
Mid 12.59%
Small 3.46%
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Region Exposure

% Developed Markets: 99.16%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.84%

Americas 62.19%
62.19%
Canada 6.83%
United States 55.36%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.89%
United Kingdom 12.07%
22.82%
France 13.92%
Italy 4.24%
Switzerland 4.66%
0.00%
0.00%
Greater Asia 2.08%
Japan 0.00%
0.95%
Australia 0.95%
1.13%
South Korea 1.13%
0.00%
Unidentified Region 0.84%

Stock Sector Exposure

Cyclical
29.02%
Materials
1.22%
Consumer Discretionary
2.91%
Financials
19.42%
Real Estate
5.47%
Sensitive
43.66%
Communication Services
3.10%
Energy
9.91%
Industrials
10.86%
Information Technology
19.79%
Defensive
27.26%
Consumer Staples
5.20%
Health Care
11.18%
Utilities
10.89%
Not Classified
0.06%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.06%
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