Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.74%
Stock 96.88%
Bond -0.18%
Convertible 0.00%
Preferred 1.62%
Other -0.05%
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Market Capitalization

As of September 30, 2025
Large 82.48%
Mid 9.95%
Small 7.57%
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Region Exposure

% Developed Markets: 97.68%    % Emerging Markets: 0.66%    % Unidentified Markets: 1.66%

Americas 86.74%
86.18%
Canada 3.34%
United States 82.84%
0.57%
Brazil 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.33%
United Kingdom -0.05%
6.38%
Belgium -0.14%
Denmark 0.25%
France 0.40%
Germany -0.20%
Ireland -0.36%
Italy 0.39%
Netherlands 4.66%
Sweden -0.00%
Switzerland -0.02%
0.00%
-0.00%
United Arab Emirates -0.00%
Greater Asia 5.26%
Japan 0.00%
-0.01%
Australia -0.01%
5.31%
Hong Kong 0.63%
Singapore 2.08%
Taiwan 2.60%
-0.04%
China 0.43%
India -0.47%
Unidentified Region 1.66%

Stock Sector Exposure

Cyclical
17.20%
Materials
0.36%
Consumer Discretionary
14.41%
Financials
2.46%
Real Estate
-0.02%
Sensitive
74.10%
Communication Services
15.99%
Energy
0.49%
Industrials
5.26%
Information Technology
52.35%
Defensive
6.99%
Consumer Staples
-0.37%
Health Care
4.05%
Utilities
3.31%
Not Classified
1.71%
Non Classified Equity
1.76%
Not Classified - Non Equity
-0.06%
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