Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.90%
Stock 96.05%
Bond 1.62%
Convertible 0.00%
Preferred 0.00%
Other 1.43%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 59.12%
Mid 25.51%
Small 15.38%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.18%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.82%

Americas 89.00%
89.00%
United States 89.00%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.83%
United Kingdom 2.86%
2.97%
France 1.06%
Switzerland 1.91%
0.00%
0.00%
Greater Asia 4.36%
Japan 1.03%
0.00%
3.33%
South Korea 1.80%
Taiwan 1.53%
0.00%
Unidentified Region 0.82%

Stock Sector Exposure

Cyclical
34.59%
Materials
4.34%
Consumer Discretionary
5.73%
Financials
21.01%
Real Estate
3.51%
Sensitive
38.92%
Communication Services
6.46%
Energy
6.39%
Industrials
12.19%
Information Technology
13.88%
Defensive
23.89%
Consumer Staples
4.61%
Health Care
12.54%
Utilities
6.74%
Not Classified
2.60%
Non Classified Equity
0.04%
Not Classified - Non Equity
2.56%
As of September 30, 2025
View Region Exposure
Start Trial

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