Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.25%
Stock 97.89%
Bond 0.79%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of September 30, 2025
Large 0.63%
Mid 6.62%
Small 92.75%
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Region Exposure

% Developed Markets: 98.38%    % Emerging Markets: 0.27%    % Unidentified Markets: 1.35%

Americas 91.17%
89.33%
Canada 1.39%
United States 87.94%
1.84%
Colombia 0.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.96%
United Kingdom 4.51%
1.95%
Belgium 0.09%
France 0.33%
Germany 0.25%
Greece 0.12%
Ireland 0.53%
Italy 0.04%
Netherlands 0.10%
Sweden 0.00%
Switzerland 0.19%
0.00%
0.50%
Israel 0.50%
United Arab Emirates 0.00%
Greater Asia 0.53%
Japan 0.00%
0.00%
Australia 0.00%
0.38%
Hong Kong 0.38%
Singapore 0.00%
0.14%
Thailand 0.14%
Unidentified Region 1.35%

Stock Sector Exposure

Cyclical
40.41%
Materials
6.12%
Consumer Discretionary
11.28%
Financials
20.80%
Real Estate
2.20%
Sensitive
44.81%
Communication Services
2.90%
Energy
5.99%
Industrials
19.85%
Information Technology
16.06%
Defensive
12.38%
Consumer Staples
1.67%
Health Care
7.57%
Utilities
3.14%
Not Classified
2.41%
Non Classified Equity
0.28%
Not Classified - Non Equity
2.13%
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