Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.04%
Stock 97.29%
Bond 1.92%
Convertible 0.00%
Preferred 0.00%
Other -0.26%
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Market Capitalization

As of September 30, 2025
Large 8.80%
Mid 29.73%
Small 61.47%
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Region Exposure

% Developed Markets: 98.62%    % Emerging Markets: 0.68%    % Unidentified Markets: 0.70%

Americas 93.22%
91.65%
Canada 1.57%
United States 90.08%
1.58%
Colombia 0.10%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.43%
United Kingdom 1.04%
4.18%
Belgium 0.01%
Denmark 1.33%
Finland 0.12%
France 0.00%
Ireland 0.42%
Italy 0.07%
Netherlands 1.33%
Sweden 0.00%
Switzerland 0.20%
0.00%
0.21%
Israel 0.21%
Greater Asia 0.65%
Japan 0.00%
0.00%
0.08%
Singapore 0.08%
0.57%
India 0.01%
Thailand 0.56%
Unidentified Region 0.70%

Stock Sector Exposure

Cyclical
23.03%
Materials
1.34%
Consumer Discretionary
11.28%
Financials
9.29%
Real Estate
1.12%
Sensitive
50.77%
Communication Services
4.82%
Energy
2.72%
Industrials
21.15%
Information Technology
22.08%
Defensive
22.94%
Consumer Staples
3.32%
Health Care
18.92%
Utilities
0.70%
Not Classified
3.26%
Non Classified Equity
0.40%
Not Classified - Non Equity
2.86%
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