Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.90%
Stock 96.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.45%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 23.51%
Mid 47.46%
Small 29.03%
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Region Exposure

% Developed Markets: 98.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.06%

Americas 93.29%
93.29%
Canada 7.41%
United States 85.88%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.65%
United Kingdom 0.00%
5.65%
France 0.90%
Netherlands 3.48%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.06%

Stock Sector Exposure

Cyclical
27.33%
Materials
0.86%
Consumer Discretionary
13.06%
Financials
10.66%
Real Estate
2.76%
Sensitive
52.88%
Communication Services
5.70%
Energy
0.00%
Industrials
23.71%
Information Technology
23.46%
Defensive
16.64%
Consumer Staples
4.25%
Health Care
7.75%
Utilities
4.64%
Not Classified
3.15%
Non Classified Equity
3.15%
Not Classified - Non Equity
0.00%
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