Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.99%
Stock 98.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of December 31, 2025
Large 0.00%
Mid 12.91%
Small 87.09%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.02%

Americas 59.19%
59.19%
Canada 11.90%
United States 47.30%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.58%
United Kingdom 6.12%
15.47%
France 0.59%
Germany 1.82%
Norway 2.69%
Spain 5.13%
Sweden 3.71%
0.00%
0.00%
Greater Asia 19.24%
Japan 14.85%
2.92%
Australia 2.92%
1.47%
Singapore 1.47%
0.00%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
39.07%
Materials
8.13%
Consumer Discretionary
12.00%
Financials
12.53%
Real Estate
6.41%
Sensitive
37.44%
Communication Services
2.98%
Energy
2.96%
Industrials
23.27%
Information Technology
8.23%
Defensive
23.34%
Consumer Staples
6.25%
Health Care
13.43%
Utilities
3.66%
Not Classified
0.14%
Non Classified Equity
0.14%
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