Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.19%
Stock 99.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
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Market Capitalization

As of December 31, 2025
Large 74.24%
Mid 16.37%
Small 9.38%
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Region Exposure

% Developed Markets: 99.72%    % Emerging Markets: 0.09%    % Unidentified Markets: 0.19%

Americas 97.82%
97.44%
Canada 0.04%
United States 97.39%
0.38%
Brazil 0.09%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.95%
United Kingdom 0.45%
1.50%
Finland 0.00%
Ireland 1.09%
Netherlands 0.01%
Switzerland 0.24%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.00%
0.04%
Australia 0.04%
0.00%
0.00%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
28.04%
Materials
2.13%
Consumer Discretionary
10.55%
Financials
13.49%
Real Estate
1.86%
Sensitive
55.17%
Communication Services
10.44%
Energy
2.90%
Industrials
8.86%
Information Technology
32.97%
Defensive
16.37%
Consumer Staples
4.55%
Health Care
9.71%
Utilities
2.11%
Not Classified
0.42%
Non Classified Equity
0.23%
Not Classified - Non Equity
0.19%
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