Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.28%
Stock 99.33%
Bond 0.21%
Convertible 0.00%
Preferred 0.00%
Other 0.18%
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Market Capitalization

As of December 31, 2025
Large 1.96%
Mid 13.30%
Small 84.74%
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Region Exposure

% Developed Markets: 98.27%    % Emerging Markets: 1.28%    % Unidentified Markets: 0.45%

Americas 94.48%
89.93%
Canada 1.39%
United States 88.53%
4.56%
Peru 0.48%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.24%
United Kingdom 2.66%
1.57%
Denmark 0.19%
Ireland 0.83%
Netherlands 0.15%
Sweden 0.23%
0.00%
0.00%
Greater Asia 0.83%
Japan 0.00%
0.00%
0.13%
Singapore 0.13%
0.70%
Thailand 0.70%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
36.14%
Materials
3.88%
Consumer Discretionary
8.82%
Financials
18.48%
Real Estate
4.97%
Sensitive
45.70%
Communication Services
1.27%
Energy
4.31%
Industrials
22.92%
Information Technology
17.20%
Defensive
17.66%
Consumer Staples
1.04%
Health Care
14.70%
Utilities
1.92%
Not Classified
0.49%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.49%
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