Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.24%
Stock 98.80%
Bond 0.90%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.64%    % Emerging Markets: 2.50%    % Unidentified Markets: -0.14%

Americas 76.02%
75.88%
Canada 26.32%
United States 49.56%
0.15%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.00%
United Kingdom 4.61%
16.38%
Denmark 2.54%
France 8.47%
Germany 1.47%
Ireland 0.91%
Italy 0.04%
Netherlands 1.86%
Spain 0.13%
Sweden 0.10%
Switzerland 0.86%
0.00%
0.00%
Greater Asia 3.12%
Japan 0.71%
0.00%
0.00%
2.41%
China 1.89%
India 0.52%
Unidentified Region -0.14%

Stock Sector Exposure

Cyclical
35.90%
Materials
5.01%
Consumer Discretionary
9.54%
Financials
20.41%
Real Estate
0.93%
Sensitive
40.19%
Communication Services
3.60%
Energy
6.02%
Industrials
10.57%
Information Technology
20.00%
Defensive
23.29%
Consumer Staples
9.76%
Health Care
11.22%
Utilities
2.31%
Not Classified
0.63%
Non Classified Equity
0.63%
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