Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.57%
Stock 98.37%
Bond 0.97%
Convertible 0.00%
Preferred 0.03%
Other 0.05%
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Market Capitalization

As of September 30, 2025
Large 73.83%
Mid 19.75%
Small 6.42%
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Region Exposure

% Developed Markets: 99.82%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.11%

Americas 77.39%
77.36%
Canada 4.49%
United States 72.87%
0.02%
Mexico 0.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.48%
United Kingdom 3.88%
10.41%
Austria 0.03%
Belgium 0.22%
Denmark 0.21%
Finland 0.09%
France 1.52%
Germany 1.60%
Ireland 1.35%
Italy 1.30%
Netherlands 0.86%
Norway 0.09%
Portugal 0.06%
Spain 0.51%
Sweden 0.59%
Switzerland 1.44%
0.00%
0.19%
Israel 0.19%
Greater Asia 8.03%
Japan 5.68%
0.99%
Australia 0.94%
1.31%
Hong Kong 0.68%
Singapore 0.63%
0.04%
China 0.04%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
32.11%
Materials
3.57%
Consumer Discretionary
11.06%
Financials
15.66%
Real Estate
1.82%
Sensitive
50.74%
Communication Services
10.53%
Energy
4.19%
Industrials
11.33%
Information Technology
24.69%
Defensive
16.97%
Consumer Staples
5.10%
Health Care
8.23%
Utilities
3.65%
Not Classified
0.18%
Non Classified Equity
0.18%
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