Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.80%
Stock 97.61%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.59%
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Market Capitalization

As of December 31, 2025
Large 55.32%
Mid 22.30%
Small 22.37%
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Region Exposure

% Developed Markets: 99.75%    % Emerging Markets: 0.25%    % Unidentified Markets: 0.00%

Americas 99.57%
99.25%
Canada 95.92%
United States 3.33%
0.32%
Colombia 0.25%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.43%
Japan 0.00%
0.43%
Australia 0.43%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
49.47%
Materials
15.92%
Consumer Discretionary
4.76%
Financials
26.44%
Real Estate
2.36%
Sensitive
42.97%
Communication Services
0.55%
Energy
10.84%
Industrials
19.36%
Information Technology
12.23%
Defensive
7.03%
Consumer Staples
5.60%
Health Care
0.80%
Utilities
0.63%
Not Classified
0.53%
Non Classified Equity
0.53%
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