Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.53%
Stock 96.72%
Bond 2.18%
Convertible 0.00%
Preferred 0.00%
Other -0.43%
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Market Capitalization

As of December 31, 2025
Large 72.85%
Mid 16.47%
Small 10.68%
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Region Exposure

% Developed Markets: 91.62%    % Emerging Markets: 7.37%    % Unidentified Markets: 1.00%

Americas 60.48%
55.91%
Canada 22.81%
United States 33.11%
4.57%
Brazil 4.57%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.96%
United Kingdom 18.73%
16.98%
Denmark 1.08%
Finland 1.18%
France 1.01%
Germany 1.00%
Ireland 4.99%
Norway 2.42%
Switzerland 3.20%
0.00%
1.25%
South Africa 1.25%
Greater Asia 1.55%
Japan 0.00%
0.00%
0.00%
1.55%
China 1.55%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
66.02%
Materials
66.02%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
27.51%
Communication Services
0.00%
Energy
26.19%
Industrials
1.31%
Information Technology
0.00%
Defensive
2.04%
Consumer Staples
2.04%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.44%
Non Classified Equity
0.76%
Not Classified - Non Equity
3.68%
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