Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.04%
Stock 96.47%
Bond 1.06%
Convertible 0.00%
Preferred 0.00%
Other 0.43%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 96.95%    % Emerging Markets: 3.01%    % Unidentified Markets: 0.04%

Americas 71.23%
70.84%
Canada 26.29%
United States 44.55%
0.39%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.19%
United Kingdom 5.53%
10.66%
Belgium 0.08%
Finland 1.15%
France 1.23%
Germany 0.86%
Ireland 1.36%
Italy 1.41%
Netherlands 2.00%
Norway 0.44%
Sweden 0.13%
Switzerland 0.86%
0.00%
0.00%
Greater Asia 12.55%
Japan 4.10%
0.00%
5.43%
Singapore 0.45%
South Korea 0.74%
Taiwan 4.24%
3.01%
China 2.08%
India 0.94%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
36.01%
Materials
6.04%
Consumer Discretionary
6.76%
Financials
22.56%
Real Estate
0.65%
Sensitive
54.70%
Communication Services
4.46%
Energy
3.79%
Industrials
16.42%
Information Technology
30.03%
Defensive
8.87%
Consumer Staples
1.67%
Health Care
6.32%
Utilities
0.88%
Not Classified
0.42%
Non Classified Equity
0.42%
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