Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.10%
Stock 86.10%
Bond 3.08%
Convertible 0.00%
Preferred 0.03%
Other 10.90%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 75.35%
Mid 18.34%
Small 6.32%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.52%    % Emerging Markets: 0.03%    % Unidentified Markets: 10.46%

Americas 65.93%
65.81%
Canada 1.96%
United States 63.85%
0.12%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.91%
United Kingdom 3.86%
13.05%
Belgium 0.24%
Denmark 0.54%
Finland 0.07%
France 3.14%
Germany 2.23%
Italy 1.56%
Netherlands 1.93%
Spain 1.33%
Sweden 0.30%
Switzerland 1.71%
0.00%
0.00%
Greater Asia 6.70%
Japan 5.49%
1.14%
Australia 1.14%
0.04%
Singapore 0.04%
0.03%
China 0.03%
Unidentified Region 10.46%

Stock Sector Exposure

Cyclical
26.89%
Materials
0.48%
Consumer Discretionary
8.70%
Financials
17.60%
Real Estate
0.11%
Sensitive
47.53%
Communication Services
6.61%
Energy
3.41%
Industrials
9.15%
Information Technology
28.37%
Defensive
15.06%
Consumer Staples
3.98%
Health Care
10.45%
Utilities
0.64%
Not Classified
10.52%
Non Classified Equity
0.00%
Not Classified - Non Equity
10.52%
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