Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.28%
Stock 99.00%
Bond 0.51%
Convertible 0.00%
Preferred 0.19%
Other 0.02%
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Market Capitalization

As of December 31, 2025
Large 48.51%
Mid 22.03%
Small 29.46%
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.43%

Americas 92.20%
92.20%
Canada 60.49%
United States 31.71%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.53%
United Kingdom 2.37%
4.16%
France 0.32%
Netherlands 0.26%
Sweden 3.57%
0.00%
0.00%
Greater Asia 0.84%
Japan 0.84%
0.00%
0.00%
0.00%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
44.05%
Materials
16.56%
Consumer Discretionary
10.10%
Financials
17.39%
Real Estate
0.00%
Sensitive
51.07%
Communication Services
0.69%
Energy
8.01%
Industrials
29.78%
Information Technology
12.59%
Defensive
3.89%
Consumer Staples
3.89%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.98%
Non Classified Equity
0.19%
Not Classified - Non Equity
0.79%
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