Asset Allocation

As of September 30, 2024.
Type % Net
Cash 0.73%
Stock 99.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2024
Large 84.07%
Mid 12.77%
Small 3.16%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.75%

Americas 96.58%
96.58%
Canada 0.75%
United States 95.83%
0.00%
As of September 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.66%
United Kingdom 0.00%
2.66%
Ireland 2.66%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.75%

Stock Sector Exposure

Cyclical
16.80%
Materials
2.80%
Consumer Discretionary
2.75%
Financials
9.87%
Real Estate
1.37%
Sensitive
56.91%
Communication Services
9.98%
Energy
3.76%
Industrials
9.03%
Information Technology
34.14%
Defensive
19.89%
Consumer Staples
4.59%
Health Care
13.48%
Utilities
1.81%
Not Classified
6.41%
Non Classified Equity
4.70%
Not Classified - Non Equity
1.71%
As of July 31, 2024
View Region Exposure
Start Trial

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