Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.37%
Stock 99.19%
Bond 0.42%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of September 30, 2025
Large 63.23%
Mid 19.23%
Small 17.54%
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Region Exposure

% Developed Markets: 99.61%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.39%

Americas 90.01%
89.00%
United States 89.00%
1.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.60%
United Kingdom 3.23%
6.38%
Ireland 4.69%
Netherlands 1.69%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
38.06%
Materials
3.45%
Consumer Discretionary
10.71%
Financials
20.36%
Real Estate
3.53%
Sensitive
37.50%
Communication Services
8.13%
Energy
5.41%
Industrials
12.49%
Information Technology
11.47%
Defensive
22.83%
Consumer Staples
5.49%
Health Care
13.14%
Utilities
4.20%
Not Classified
1.61%
Non Classified Equity
0.82%
Not Classified - Non Equity
0.79%
As of September 30, 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