Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.25%
Stock 97.52%
Bond 0.04%
Convertible 0.00%
Preferred 0.00%
Other 2.19%
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Market Capitalization

As of December 31, 2025
Large 71.12%
Mid 19.24%
Small 9.64%
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Region Exposure

% Developed Markets: 97.24%    % Emerging Markets: 0.55%    % Unidentified Markets: 2.21%

Americas 73.39%
72.33%
Canada 24.92%
United States 47.41%
1.06%
Mexico 0.55%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.04%
United Kingdom 3.79%
11.95%
Austria 0.16%
Belgium 0.00%
Denmark 0.39%
Finland 0.45%
France 2.20%
Germany 1.71%
Ireland 0.47%
Italy 0.90%
Netherlands 0.79%
Norway 0.23%
Spain 1.20%
Sweden 0.53%
Switzerland 2.68%
0.00%
0.30%
Israel 0.30%
Greater Asia 8.35%
Japan 6.27%
1.31%
Australia 1.23%
0.77%
Hong Kong 0.47%
Singapore 0.31%
0.00%
Unidentified Region 2.21%

Stock Sector Exposure

Cyclical
41.00%
Materials
10.36%
Consumer Discretionary
6.49%
Financials
20.63%
Real Estate
3.52%
Sensitive
38.88%
Communication Services
4.59%
Energy
3.57%
Industrials
13.68%
Information Technology
17.04%
Defensive
19.06%
Consumer Staples
4.91%
Health Care
8.00%
Utilities
6.15%
Not Classified
1.07%
Non Classified Equity
0.87%
Not Classified - Non Equity
0.20%
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