Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.59%
Stock 98.16%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
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Market Capitalization

As of December 31, 2025
Large 66.48%
Mid 20.08%
Small 13.44%
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Region Exposure

% Developed Markets: 99.75%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.25%

Americas 94.09%
94.09%
Canada 3.31%
United States 90.79%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.66%
United Kingdom 1.86%
3.80%
France 0.94%
Ireland 2.86%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
28.66%
Materials
2.50%
Consumer Discretionary
4.46%
Financials
17.85%
Real Estate
3.85%
Sensitive
38.38%
Communication Services
6.71%
Energy
3.90%
Industrials
12.65%
Information Technology
15.12%
Defensive
32.95%
Consumer Staples
8.24%
Health Care
15.06%
Utilities
9.65%
Not Classified
0.00%
Non Classified Equity
0.00%
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