Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.99%
Stock 97.43%
Bond 1.55%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of December 31, 2025
Large 1.63%
Mid 8.54%
Small 89.83%
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Region Exposure

% Developed Markets: 98.22%    % Emerging Markets: 0.80%    % Unidentified Markets: 0.98%

Americas 94.73%
91.67%
Canada 0.69%
United States 90.98%
3.06%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.46%
United Kingdom 0.83%
2.19%
Finland 0.15%
Ireland 1.01%
Netherlands 0.14%
Sweden 0.24%
Switzerland 0.32%
0.00%
0.44%
Israel 0.44%
Greater Asia 0.83%
Japan 0.00%
0.00%
0.24%
Singapore 0.24%
0.59%
Thailand 0.59%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
35.80%
Materials
4.03%
Consumer Discretionary
11.13%
Financials
16.71%
Real Estate
3.93%
Sensitive
42.79%
Communication Services
2.57%
Energy
2.85%
Industrials
22.93%
Information Technology
14.44%
Defensive
18.07%
Consumer Staples
3.53%
Health Care
12.84%
Utilities
1.70%
Not Classified
3.33%
Non Classified Equity
0.86%
Not Classified - Non Equity
2.47%
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