Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.02%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 1.01%
Mid 9.87%
Small 89.12%
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Region Exposure

% Developed Markets: 99.56%    % Emerging Markets: 0.41%    % Unidentified Markets: 0.03%

Americas 96.89%
94.36%
Canada 0.00%
United States 94.35%
2.53%
Colombia 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.08%
United Kingdom 1.99%
0.83%
Finland 0.00%
France 0.00%
Ireland 0.83%
Netherlands 0.00%
Sweden 0.00%
Switzerland 0.00%
0.00%
0.26%
Israel 0.26%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Thailand 0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
38.88%
Materials
5.68%
Consumer Discretionary
6.52%
Financials
19.85%
Real Estate
6.83%
Sensitive
43.49%
Communication Services
4.05%
Energy
1.87%
Industrials
22.45%
Information Technology
15.12%
Defensive
17.55%
Consumer Staples
0.70%
Health Care
12.00%
Utilities
4.85%
Not Classified
0.09%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.08%
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