Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.84%
Stock 98.25%
Bond 0.96%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of September 30, 2025
Large 3.58%
Mid 17.60%
Small 78.82%
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Region Exposure

% Developed Markets: 99.11%    % Emerging Markets: 0.01%    % Unidentified Markets: 0.88%

Americas 91.15%
88.87%
Canada 1.49%
United States 87.38%
2.28%
Colombia 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.95%
United Kingdom 2.00%
4.13%
Belgium 0.00%
Denmark 0.58%
Finland 1.20%
France 0.00%
Ireland 0.00%
Italy 0.00%
Netherlands 1.17%
Sweden 0.00%
Switzerland 1.18%
0.00%
1.82%
Israel 1.82%
United Arab Emirates 0.00%
Greater Asia 0.02%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.01%
India 0.00%
Thailand 0.01%
Unidentified Region 0.88%

Stock Sector Exposure

Cyclical
25.18%
Materials
0.03%
Consumer Discretionary
15.95%
Financials
9.19%
Real Estate
0.02%
Sensitive
48.96%
Communication Services
2.73%
Energy
0.91%
Industrials
21.16%
Information Technology
24.17%
Defensive
22.59%
Consumer Staples
1.86%
Health Care
19.41%
Utilities
1.33%
Not Classified
3.26%
Non Classified Equity
1.30%
Not Classified - Non Equity
1.96%
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