Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.25%
Stock 97.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.65%
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Market Capitalization

As of December 31, 2025
Large 78.94%
Mid 15.78%
Small 5.29%
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Region Exposure

% Developed Markets: 99.18%    % Emerging Markets: 0.04%    % Unidentified Markets: 0.79%

Americas 96.59%
96.24%
Canada 86.02%
United States 10.22%
0.35%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.41%
United Kingdom 0.15%
2.25%
Denmark 0.03%
France 1.13%
Germany 0.06%
Ireland 0.91%
Netherlands 0.02%
Spain 0.01%
Sweden 0.02%
Switzerland 0.06%
0.00%
0.00%
Greater Asia 0.21%
Japan 0.09%
0.00%
0.09%
Hong Kong 0.02%
Singapore 0.03%
Taiwan 0.04%
0.04%
China 0.02%
India 0.02%
Unidentified Region 0.79%

Stock Sector Exposure

Cyclical
52.80%
Materials
10.55%
Consumer Discretionary
2.86%
Financials
36.53%
Real Estate
2.87%
Sensitive
34.72%
Communication Services
2.89%
Energy
13.85%
Industrials
11.26%
Information Technology
6.72%
Defensive
10.79%
Consumer Staples
4.23%
Health Care
2.76%
Utilities
3.80%
Not Classified
1.69%
Non Classified Equity
1.69%
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