Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.59%
Stock 97.13%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
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Market Capitalization

As of December 31, 2025
Large 61.37%
Mid 22.44%
Small 16.19%
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Region Exposure

% Developed Markets: 97.13%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.87%

Americas 93.61%
93.61%
Canada 59.91%
United States 33.70%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.52%
United Kingdom 0.00%
3.52%
Ireland 1.70%
Switzerland 1.82%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.87%

Stock Sector Exposure

Cyclical
39.89%
Materials
7.03%
Consumer Discretionary
4.67%
Financials
25.37%
Real Estate
2.82%
Sensitive
38.62%
Communication Services
4.06%
Energy
6.46%
Industrials
17.89%
Information Technology
10.21%
Defensive
18.97%
Consumer Staples
9.44%
Health Care
6.60%
Utilities
2.94%
Not Classified
2.52%
Non Classified Equity
2.52%
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