Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.02%
Stock 100.0%
Bond 0.03%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of September 30, 2025
Large 72.52%
Mid 16.99%
Small 10.49%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.06%

Americas 96.89%
96.68%
Canada 0.03%
United States 96.65%
0.21%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.02%
United Kingdom 0.71%
2.31%
Ireland 2.13%
Netherlands 0.01%
Sweden 0.04%
Switzerland 0.13%
0.00%
0.00%
Greater Asia 0.15%
Japan 0.00%
0.05%
Australia 0.05%
0.10%
Singapore 0.10%
0.00%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
29.30%
Materials
2.56%
Consumer Discretionary
9.28%
Financials
14.72%
Real Estate
2.73%
Sensitive
53.87%
Communication Services
7.79%
Energy
0.39%
Industrials
10.16%
Information Technology
35.52%
Defensive
16.67%
Consumer Staples
5.06%
Health Care
9.73%
Utilities
1.87%
Not Classified
0.17%
Non Classified Equity
0.12%
Not Classified - Non Equity
0.05%
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