Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.43%
Stock 99.81%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.61%
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Market Capitalization

As of September 30, 2025
Large 11.80%
Mid 40.95%
Small 47.25%
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Region Exposure

% Developed Markets: 99.39%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.61%

Americas 96.92%
96.91%
Canada 1.13%
United States 95.78%
0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.47%
United Kingdom 0.01%
2.46%
Finland 0.00%
Ireland 2.45%
Netherlands 0.00%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.61%

Stock Sector Exposure

Cyclical
40.91%
Materials
5.71%
Consumer Discretionary
8.67%
Financials
18.29%
Real Estate
8.24%
Sensitive
38.37%
Communication Services
2.77%
Energy
6.19%
Industrials
17.93%
Information Technology
11.49%
Defensive
20.69%
Consumer Staples
5.89%
Health Care
7.42%
Utilities
7.38%
Not Classified
0.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.02%
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