Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.28%
Stock 97.66%
Bond 1.34%
Convertible 0.00%
Preferred 0.00%
Other -0.28%
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Market Capitalization

As of September 30, 2025
Large 2.00%
Mid 23.01%
Small 74.99%
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Region Exposure

% Developed Markets: 98.32%    % Emerging Markets: 0.78%    % Unidentified Markets: 0.90%

Americas 63.98%
63.17%
Canada 3.37%
United States 59.79%
0.81%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.93%
United Kingdom 9.95%
10.98%
Belgium 0.68%
France 0.77%
Germany 1.59%
Italy 3.70%
Netherlands 1.85%
Spain 0.72%
Sweden 1.02%
Switzerland 0.61%
0.00%
0.00%
Greater Asia 14.19%
Japan 10.97%
2.83%
Australia 2.83%
0.39%
Singapore 0.39%
0.00%
Unidentified Region 0.90%

Stock Sector Exposure

Cyclical
44.93%
Materials
6.10%
Consumer Discretionary
13.18%
Financials
17.03%
Real Estate
8.61%
Sensitive
38.26%
Communication Services
2.79%
Energy
0.00%
Industrials
23.46%
Information Technology
12.00%
Defensive
14.22%
Consumer Staples
5.07%
Health Care
8.19%
Utilities
0.96%
Not Classified
2.60%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.60%
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