Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.24%
Stock 97.04%
Bond 0.57%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
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Market Capitalization

As of December 31, 2025
Large 61.09%
Mid 22.96%
Small 15.95%
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Region Exposure

% Developed Markets: 99.78%    % Emerging Markets: 0.16%    % Unidentified Markets: 0.06%

Americas 99.32%
99.09%
Canada 94.19%
United States 4.89%
0.24%
Colombia 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.39%
United Kingdom 0.03%
0.20%
France 0.03%
Ireland 0.17%
0.00%
0.15%
South Africa 0.15%
Greater Asia 0.22%
Japan 0.00%
0.22%
Australia 0.22%
0.00%
0.00%
Unidentified Region 0.06%

Stock Sector Exposure

Cyclical
51.84%
Materials
11.56%
Consumer Discretionary
7.50%
Financials
28.96%
Real Estate
3.82%
Sensitive
37.49%
Communication Services
0.04%
Energy
9.73%
Industrials
18.46%
Information Technology
9.26%
Defensive
10.46%
Consumer Staples
4.74%
Health Care
1.35%
Utilities
4.37%
Not Classified
0.21%
Non Classified Equity
0.21%
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