Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.45%
Stock 96.51%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of September 30, 2025
Large 82.39%
Mid 13.13%
Small 4.48%
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Region Exposure

% Developed Markets: 98.26%    % Emerging Markets: 1.66%    % Unidentified Markets: 0.08%

Americas 63.77%
63.77%
Canada 2.83%
United States 60.94%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.79%
United Kingdom 7.77%
18.01%
France 5.47%
Germany 2.70%
Ireland 1.27%
Netherlands 2.44%
Spain 1.42%
Sweden 1.21%
Switzerland 3.50%
0.00%
0.00%
Greater Asia 10.36%
Japan 3.83%
0.00%
4.87%
Hong Kong 2.06%
Taiwan 2.81%
1.66%
India 1.66%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
31.00%
Materials
2.70%
Consumer Discretionary
8.55%
Financials
19.75%
Real Estate
0.00%
Sensitive
46.88%
Communication Services
7.30%
Energy
0.00%
Industrials
12.87%
Information Technology
26.71%
Defensive
22.12%
Consumer Staples
5.35%
Health Care
16.77%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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