Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.73%
Stock 98.08%
Bond 1.11%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of December 31, 2025
Large 41.18%
Mid 21.10%
Small 37.72%
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Region Exposure

% Developed Markets: 99.24%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.76%

Americas 95.66%
94.32%
Canada 1.03%
United States 93.28%
1.34%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.25%
United Kingdom 0.00%
2.25%
Ireland 1.49%
Sweden 0.48%
Switzerland 0.28%
0.00%
0.00%
Greater Asia 1.33%
Japan 1.15%
0.00%
0.17%
South Korea 0.17%
0.00%
Unidentified Region 0.76%

Stock Sector Exposure

Cyclical
19.02%
Materials
1.89%
Consumer Discretionary
6.12%
Financials
10.49%
Real Estate
0.52%
Sensitive
40.84%
Communication Services
12.25%
Energy
3.01%
Industrials
4.09%
Information Technology
21.49%
Defensive
38.37%
Consumer Staples
14.61%
Health Care
19.10%
Utilities
4.66%
Not Classified
1.77%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.77%
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