Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.01%
Stock 100.1%
Bond 0.02%
Convertible 0.00%
Preferred 0.00%
Other -0.11%
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Market Capitalization

As of September 30, 2025
Large 79.58%
Mid 16.16%
Small 4.26%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.10%

Americas 93.30%
93.30%
United States 93.30%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.90%
United Kingdom 1.46%
3.44%
Ireland 1.86%
Netherlands 1.57%
0.00%
0.00%
Greater Asia 1.90%
Japan 0.00%
0.00%
1.90%
Taiwan 1.90%
0.00%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
26.44%
Materials
0.68%
Consumer Discretionary
10.39%
Financials
14.30%
Real Estate
1.07%
Sensitive
55.43%
Communication Services
12.09%
Energy
2.19%
Industrials
8.30%
Information Technology
32.86%
Defensive
18.10%
Consumer Staples
5.32%
Health Care
10.29%
Utilities
2.48%
Not Classified
0.03%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.03%
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