Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.42%
Stock 99.35%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.23%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 82.36%
Mid 9.10%
Small 8.54%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.17%    % Emerging Markets: 0.28%    % Unidentified Markets: 0.55%

Americas 89.91%
89.91%
Canada 61.35%
United States 28.56%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.53%
United Kingdom 4.14%
3.39%
Denmark 0.00%
France 1.30%
Germany 1.26%
Switzerland 0.33%
0.00%
0.00%
Greater Asia 2.01%
Japan 0.85%
0.00%
0.88%
South Korea 0.88%
0.28%
China 0.28%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
46.93%
Materials
11.37%
Consumer Discretionary
5.10%
Financials
28.95%
Real Estate
1.51%
Sensitive
44.01%
Communication Services
4.18%
Energy
11.89%
Industrials
12.82%
Information Technology
15.11%
Defensive
8.74%
Consumer Staples
3.10%
Health Care
3.40%
Utilities
2.25%
Not Classified
0.32%
Non Classified Equity
0.32%
Not Classified - Non Equity
0.00%
As of December 31, 2025
View Region Exposure
Start Trial

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