Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.19%
Stock 95.03%
Bond 0.50%
Convertible 0.00%
Preferred 1.31%
Other -0.02%
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Market Capitalization

As of December 31, 2025
Large 38.01%
Mid 14.63%
Small 47.36%
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Region Exposure

% Developed Markets: 96.55%    % Emerging Markets: 0.11%    % Unidentified Markets: 3.34%

Americas 90.18%
84.52%
Canada 29.98%
United States 54.54%
5.66%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.92%
United Kingdom 0.88%
0.76%
Belgium 0.00%
Finland 0.31%
France 0.00%
Germany 0.14%
Italy 0.20%
Norway 0.05%
Spain 0.00%
Sweden 0.01%
Switzerland 0.05%
0.00%
0.28%
Israel 0.28%
Greater Asia 4.56%
Japan 0.06%
0.13%
Australia 0.10%
4.26%
Hong Kong 0.40%
Singapore 0.38%
South Korea 0.80%
Taiwan 2.68%
0.11%
Thailand 0.11%
Unidentified Region 3.34%

Stock Sector Exposure

Cyclical
46.00%
Materials
9.47%
Consumer Discretionary
16.52%
Financials
19.97%
Real Estate
0.05%
Sensitive
39.44%
Communication Services
4.02%
Energy
5.62%
Industrials
17.07%
Information Technology
12.73%
Defensive
8.14%
Consumer Staples
4.38%
Health Care
1.93%
Utilities
1.83%
Not Classified
6.42%
Non Classified Equity
2.73%
Not Classified - Non Equity
3.69%
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