Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.13%
Stock 95.59%
Bond 1.19%
Convertible 0.00%
Preferred 0.40%
Other 0.69%
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Market Capitalization

As of December 31, 2025
Large 49.33%
Mid 35.33%
Small 15.33%
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Region Exposure

% Developed Markets: 92.90%    % Emerging Markets: 4.39%    % Unidentified Markets: 2.71%

Americas 53.81%
49.42%
Canada 16.40%
United States 33.02%
4.39%
Brazil 4.39%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.54%
United Kingdom 12.29%
26.25%
France 6.87%
Germany 3.70%
Italy 6.53%
Spain 9.15%
0.00%
0.00%
Greater Asia 4.94%
Japan 0.00%
4.94%
Australia 4.94%
0.00%
0.00%
Unidentified Region 2.71%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
32.10%
Communication Services
0.00%
Energy
16.17%
Industrials
15.93%
Information Technology
0.00%
Defensive
64.69%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
64.69%
Not Classified
3.21%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.21%
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