Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.96%
Stock 97.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.29%
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Market Capitalization

As of September 30, 2025
Large 1.43%
Mid 3.56%
Small 95.01%
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Region Exposure

% Developed Markets: 96.83%    % Emerging Markets: 0.92%    % Unidentified Markets: 2.25%

Americas 93.54%
90.63%
Canada 3.11%
United States 87.52%
2.91%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.29%
United Kingdom 0.44%
2.62%
Belgium 0.58%
Ireland 0.52%
Netherlands 0.74%
Switzerland 0.79%
0.00%
0.23%
Israel 0.23%
Greater Asia 0.92%
Japan 0.00%
0.00%
0.00%
0.92%
Thailand 0.92%
Unidentified Region 2.25%

Stock Sector Exposure

Cyclical
24.72%
Materials
4.52%
Consumer Discretionary
10.16%
Financials
8.40%
Real Estate
1.64%
Sensitive
47.30%
Communication Services
2.30%
Energy
1.85%
Industrials
21.11%
Information Technology
22.04%
Defensive
27.45%
Consumer Staples
2.34%
Health Care
23.34%
Utilities
1.78%
Not Classified
0.53%
Non Classified Equity
0.52%
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