Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.08%
Stock 98.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of September 30, 2025
Large 74.22%
Mid 23.55%
Small 2.23%
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Region Exposure

% Developed Markets: 97.67%    % Emerging Markets: 2.43%    % Unidentified Markets: -0.10%

Americas 72.20%
71.12%
Canada 9.37%
United States 61.75%
1.09%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.58%
United Kingdom 9.15%
14.08%
France 4.20%
Ireland 1.92%
Netherlands 4.23%
Sweden 3.74%
1.34%
Poland 1.34%
0.00%
Greater Asia 3.32%
Japan 2.09%
0.00%
1.23%
Singapore 1.23%
0.00%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
36.92%
Materials
1.65%
Consumer Discretionary
12.23%
Financials
23.03%
Real Estate
0.00%
Sensitive
55.39%
Communication Services
7.01%
Energy
0.00%
Industrials
18.15%
Information Technology
30.23%
Defensive
7.69%
Consumer Staples
3.67%
Health Care
4.02%
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