Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.58%
Stock 94.48%
Bond 1.43%
Convertible 0.00%
Preferred 0.00%
Other 1.51%
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Market Capitalization

As of December 31, 2025
Large 82.42%
Mid 12.38%
Small 5.20%
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Region Exposure

% Developed Markets: 99.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.01%

Americas 97.81%
96.29%
Canada 83.13%
United States 13.16%
1.51%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.68%
United Kingdom 0.08%
1.60%
Denmark 0.00%
France 0.59%
Germany 0.48%
Ireland 0.41%
Switzerland 0.12%
0.00%
0.00%
Greater Asia 0.50%
Japan 0.00%
0.00%
0.50%
Taiwan 0.50%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
56.08%
Materials
11.38%
Consumer Discretionary
2.90%
Financials
40.75%
Real Estate
1.06%
Sensitive
33.43%
Communication Services
1.39%
Energy
15.26%
Industrials
11.00%
Information Technology
5.78%
Defensive
9.51%
Consumer Staples
4.19%
Health Care
2.80%
Utilities
2.52%
Not Classified
0.98%
Non Classified Equity
0.98%
Not Classified - Non Equity
0.00%
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