Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.97%
Stock 96.15%
Bond 0.59%
Convertible 0.00%
Preferred 0.00%
Other 2.28%
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Market Capitalization

As of December 31, 2025
Large 74.99%
Mid 15.44%
Small 9.57%
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Region Exposure

% Developed Markets: 99.93%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.00%

Americas 92.13%
89.70%
Canada 70.49%
United States 19.21%
2.42%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.87%
United Kingdom 1.55%
4.31%
Austria 0.07%
France 0.84%
Germany 0.56%
Ireland 0.45%
Italy 0.48%
Netherlands 0.16%
Norway 0.10%
Portugal 0.02%
Spain 0.66%
Sweden 0.14%
Switzerland 0.75%
0.00%
-0.00%
Israel -0.00%
Greater Asia 2.01%
Japan 1.45%
0.31%
Australia 0.31%
0.17%
Hong Kong 0.17%
0.07%
China 0.07%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
55.23%
Materials
13.28%
Consumer Discretionary
4.66%
Financials
34.33%
Real Estate
2.97%
Sensitive
36.34%
Communication Services
6.15%
Energy
13.09%
Industrials
8.90%
Information Technology
8.21%
Defensive
8.31%
Consumer Staples
2.68%
Health Care
2.75%
Utilities
2.87%
Not Classified
0.13%
Non Classified Equity
0.13%
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