Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.01%
Stock 95.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.90%
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Market Capitalization

As of December 31, 2025
Large 50.75%
Mid 17.09%
Small 32.16%
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Region Exposure

% Developed Markets: 98.45%    % Emerging Markets: 0.22%    % Unidentified Markets: 1.33%

Americas 97.98%
97.98%
Canada 66.53%
United States 31.45%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.33%
United Kingdom 0.07%
0.17%
Germany 0.04%
Spain 0.01%
Sweden 0.07%
Switzerland 0.06%
0.08%
Poland 0.08%
0.01%
Saudi Arabia 0.01%
Greater Asia 0.37%
Japan 0.09%
0.15%
Australia 0.15%
0.00%
0.13%
China 0.13%
Unidentified Region 1.33%

Stock Sector Exposure

Cyclical
35.77%
Materials
2.35%
Consumer Discretionary
1.21%
Financials
22.60%
Real Estate
9.61%
Sensitive
48.20%
Communication Services
4.53%
Energy
15.08%
Industrials
20.71%
Information Technology
7.87%
Defensive
14.50%
Consumer Staples
10.37%
Health Care
1.62%
Utilities
2.51%
Not Classified
1.53%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.53%
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