Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.69%
Stock 95.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.48%
Other 3.05%
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Market Capitalization

As of December 31, 2025
Large 0.00%
Mid 6.49%
Small 93.51%
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Region Exposure

% Developed Markets: 98.68%    % Emerging Markets: 1.09%    % Unidentified Markets: 0.23%

Americas 94.71%
86.70%
Canada 1.30%
United States 85.39%
8.01%
Colombia 1.09%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.90%
United Kingdom 1.68%
2.22%
Belgium 1.51%
Norway 0.71%
0.00%
0.00%
Greater Asia 1.17%
Japan 0.00%
0.00%
1.17%
Singapore 1.17%
0.00%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
59.97%
Materials
8.71%
Consumer Discretionary
9.46%
Financials
32.43%
Real Estate
9.36%
Sensitive
32.62%
Communication Services
2.24%
Energy
7.99%
Industrials
16.76%
Information Technology
5.63%
Defensive
6.59%
Consumer Staples
3.44%
Health Care
1.75%
Utilities
1.40%
Not Classified
0.82%
Non Classified Equity
0.82%
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