Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 96.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.88%
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Market Capitalization

As of September 30, 2025
Large 69.84%
Mid 18.24%
Small 11.93%
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Region Exposure

% Developed Markets: 96.12%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.88%

Americas 93.13%
92.68%
United States 92.68%
0.45%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.96%
United Kingdom 0.24%
2.72%
Finland 0.17%
Ireland 1.37%
Switzerland 0.46%
0.00%
0.00%
Greater Asia 0.03%
Japan 0.00%
0.03%
Australia 0.03%
0.00%
0.00%
Unidentified Region 3.88%

Stock Sector Exposure

Cyclical
29.64%
Materials
0.99%
Consumer Discretionary
10.13%
Financials
17.50%
Real Estate
1.02%
Sensitive
54.05%
Communication Services
12.05%
Energy
1.83%
Industrials
12.67%
Information Technology
27.50%
Defensive
12.34%
Consumer Staples
4.68%
Health Care
5.66%
Utilities
2.00%
Not Classified
3.97%
Non Classified Equity
0.30%
Not Classified - Non Equity
3.67%
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