Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.11%
Stock 95.51%
Bond 1.83%
Convertible 0.00%
Preferred 0.63%
Other 0.92%
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Market Capitalization

As of December 31, 2025
Large 57.06%
Mid 29.46%
Small 13.48%
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Region Exposure

% Developed Markets: 98.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.06%

Americas 82.65%
82.65%
Canada 1.90%
United States 80.76%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.43%
United Kingdom 8.11%
6.32%
France 0.65%
Germany 0.63%
Ireland 1.80%
Netherlands 0.46%
Spain 0.63%
Switzerland 2.15%
0.00%
0.00%
Greater Asia 1.86%
Japan 0.00%
0.00%
1.86%
South Korea 1.39%
Taiwan 0.46%
0.00%
Unidentified Region 1.06%

Stock Sector Exposure

Cyclical
35.60%
Materials
7.09%
Consumer Discretionary
5.31%
Financials
19.37%
Real Estate
3.82%
Sensitive
38.06%
Communication Services
8.28%
Energy
5.67%
Industrials
11.46%
Information Technology
12.64%
Defensive
23.21%
Consumer Staples
6.10%
Health Care
13.16%
Utilities
3.95%
Not Classified
3.14%
Non Classified Equity
0.17%
Not Classified - Non Equity
2.97%
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