Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.35%
Stock 98.21%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.44%
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Market Capitalization

As of December 31, 2025
Large 71.99%
Mid 17.91%
Small 10.11%
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Region Exposure

% Developed Markets: 99.56%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.44%

Americas 62.24%
62.24%
Canada 6.73%
United States 55.51%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.73%
United Kingdom 12.56%
19.17%
Austria 1.53%
France 6.74%
Germany 4.28%
Ireland 0.70%
Italy 2.69%
Norway 0.75%
Switzerland 2.47%
0.00%
0.00%
Greater Asia 5.59%
Japan 1.68%
0.00%
3.91%
Hong Kong 0.65%
South Korea 1.44%
Taiwan 1.82%
0.00%
Unidentified Region 0.44%

Stock Sector Exposure

Cyclical
27.16%
Materials
1.98%
Consumer Discretionary
5.70%
Financials
16.59%
Real Estate
2.88%
Sensitive
41.48%
Communication Services
7.84%
Energy
4.23%
Industrials
8.29%
Information Technology
21.12%
Defensive
30.70%
Consumer Staples
9.55%
Health Care
13.06%
Utilities
8.09%
Not Classified
0.67%
Non Classified Equity
0.67%
Not Classified - Non Equity
0.00%
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