Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.85%
Stock 99.12%
Bond 4.53%
Convertible 0.00%
Preferred 0.00%
Other -6.49%
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Market Capitalization

As of December 31, 2025
Large 3.24%
Mid 16.28%
Small 80.48%
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Region Exposure

% Developed Markets: 103.4%    % Emerging Markets: 0.81%    % Unidentified Markets: -4.25%

Americas 100.5%
97.68%
Canada 0.12%
United States 97.56%
2.84%
Brazil 0.73%
Colombia 0.02%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.31%
United Kingdom 1.00%
2.28%
Belgium 0.01%
Finland 0.07%
France 0.03%
Ireland 0.33%
Italy 0.01%
Netherlands 0.22%
Sweden 0.00%
Switzerland 0.29%
0.00%
0.03%
Israel 0.03%
Greater Asia 0.42%
Japan 0.00%
0.35%
Australia 0.35%
0.07%
Singapore 0.07%
0.00%
Unidentified Region -4.25%

Stock Sector Exposure

Cyclical
34.36%
Materials
4.38%
Consumer Discretionary
9.79%
Financials
15.76%
Real Estate
4.43%
Sensitive
41.35%
Communication Services
4.66%
Energy
3.41%
Industrials
16.98%
Information Technology
16.30%
Defensive
16.57%
Consumer Staples
2.37%
Health Care
12.29%
Utilities
1.91%
Not Classified
7.72%
Non Classified Equity
0.88%
Not Classified - Non Equity
6.84%
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