Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.39%
Stock 99.23%
Bond 0.31%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of December 31, 2025
Large 8.63%
Mid 24.94%
Small 66.43%
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Region Exposure

% Developed Markets: 98.92%    % Emerging Markets: 0.63%    % Unidentified Markets: 0.44%

Americas 91.32%
89.11%
Canada 5.91%
United States 83.20%
2.21%
Colombia 0.34%
Mexico 0.29%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.23%
United Kingdom 1.63%
5.96%
Belgium 0.40%
France 1.28%
Germany 0.69%
Ireland 1.88%
Norway 0.20%
Portugal 0.34%
Spain 0.24%
Switzerland 0.24%
0.00%
0.64%
Israel 0.64%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.44%

Stock Sector Exposure

Cyclical
37.02%
Materials
6.77%
Consumer Discretionary
9.47%
Financials
14.69%
Real Estate
6.09%
Sensitive
38.91%
Communication Services
1.63%
Energy
8.42%
Industrials
21.78%
Information Technology
7.07%
Defensive
22.94%
Consumer Staples
2.89%
Health Care
13.25%
Utilities
6.80%
Not Classified
1.13%
Non Classified Equity
0.47%
Not Classified - Non Equity
0.65%
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