Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.08%
Stock 98.78%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other 1.08%
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Market Capitalization

As of December 31, 2025
Large 68.13%
Mid 13.17%
Small 18.70%
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Region Exposure

% Developed Markets: 98.95%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.05%

Americas 98.95%
98.95%
Canada 98.04%
United States 0.92%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.05%

Stock Sector Exposure

Cyclical
44.22%
Materials
9.15%
Consumer Discretionary
0.00%
Financials
29.10%
Real Estate
5.97%
Sensitive
33.65%
Communication Services
3.96%
Energy
21.99%
Industrials
5.04%
Information Technology
2.66%
Defensive
19.08%
Consumer Staples
0.00%
Health Care
8.74%
Utilities
10.34%
Not Classified
3.04%
Non Classified Equity
2.95%
Not Classified - Non Equity
0.10%
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