Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.49%
Stock 99.46%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 87.02%
Mid 9.39%
Small 3.59%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.46%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.54%

Americas 97.65%
97.65%
United States 97.65%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.71%
United Kingdom 0.08%
1.63%
Ireland 0.77%
0.00%
0.00%
Greater Asia 0.10%
Japan 0.00%
0.10%
Australia 0.10%
0.00%
0.00%
Unidentified Region 0.54%

Stock Sector Exposure

Cyclical
17.66%
Materials
0.00%
Consumer Discretionary
12.46%
Financials
5.21%
Real Estate
0.00%
Sensitive
72.63%
Communication Services
11.45%
Energy
0.10%
Industrials
3.55%
Information Technology
57.53%
Defensive
9.71%
Consumer Staples
2.92%
Health Care
6.47%
Utilities
0.32%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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