Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.22%
Stock 82.76%
Bond 17.01%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 47.95%
Mid 19.85%
Small 32.20%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.05%

Americas 89.13%
89.13%
Canada 59.95%
United States 29.17%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.70%
United Kingdom 7.26%
1.44%
Switzerland 1.44%
0.00%
0.00%
Greater Asia 2.22%
Japan 2.22%
0.00%
0.00%
0.00%
Unidentified Region -0.05%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
20.85%
Materials
4.65%
Consumer Discretionary
10.61%
Financials
5.60%
Real Estate
0.00%
Sensitive
74.47%
Communication Services
29.33%
Energy
7.83%
Industrials
31.33%
Information Technology
5.98%
Defensive
4.65%
Consumer Staples
4.65%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.02%
Non Classified Equity
0.02%
Not Classified - Non Equity
0.00%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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