Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.00%
Stock 96.73%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other 2.21%
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Market Capitalization

As of December 31, 2025
Large 82.55%
Mid 14.71%
Small 2.74%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 100.0%
97.79%
Canada 92.11%
United States 5.68%
2.21%
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 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
60.39%
Materials
8.65%
Consumer Discretionary
3.70%
Financials
43.87%
Real Estate
4.18%
Sensitive
30.82%
Communication Services
1.36%
Energy
16.23%
Industrials
11.78%
Information Technology
1.46%
Defensive
7.16%
Consumer Staples
4.40%
Health Care
0.00%
Utilities
2.76%
Not Classified
1.63%
Non Classified Equity
1.63%
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