Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.68%
Stock 99.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of December 31, 2025
Large 64.47%
Mid 25.67%
Small 9.86%
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Region Exposure

% Developed Markets: 99.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.08%

Americas 96.47%
96.47%
Canada 86.13%
United States 10.33%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.45%
United Kingdom 1.00%
2.45%
France 1.23%
Netherlands 1.22%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
39.80%
Materials
4.42%
Consumer Discretionary
6.70%
Financials
25.50%
Real Estate
3.17%
Sensitive
48.58%
Communication Services
0.00%
Energy
7.34%
Industrials
24.55%
Information Technology
16.69%
Defensive
11.63%
Consumer Staples
6.77%
Health Care
4.85%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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