Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 98.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.37%
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Market Capitalization

As of December 31, 2025
Large 1.07%
Mid 4.38%
Small 94.55%
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Region Exposure

% Developed Markets: 98.15%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.85%

Americas 94.49%
94.49%
Canada 2.79%
United States 91.70%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.66%
United Kingdom 3.66%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.85%

Stock Sector Exposure

Cyclical
44.57%
Materials
5.48%
Consumer Discretionary
12.99%
Financials
21.30%
Real Estate
4.80%
Sensitive
35.51%
Communication Services
2.32%
Energy
8.18%
Industrials
16.02%
Information Technology
8.99%
Defensive
18.06%
Consumer Staples
2.39%
Health Care
11.42%
Utilities
4.24%
Not Classified
1.87%
Non Classified Equity
0.48%
Not Classified - Non Equity
1.39%
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