Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.28%
Stock 96.66%
Bond 2.05%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 81.86%
Mid 11.25%
Small 6.90%
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Region Exposure

% Developed Markets: 92.42%    % Emerging Markets: 5.93%    % Unidentified Markets: 1.65%

Americas 64.36%
62.37%
Canada 2.80%
United States 59.57%
1.99%
Mexico 0.48%
Peru 0.87%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.28%
United Kingdom 8.28%
10.25%
Austria 0.54%
France 1.19%
Germany 3.16%
Ireland 0.58%
Italy 0.81%
Netherlands 0.49%
Norway 0.78%
Spain 0.51%
Switzerland 1.27%
0.00%
0.75%
Israel 0.75%
Greater Asia 14.71%
Japan 7.35%
2.05%
Australia 2.05%
1.37%
Taiwan 1.37%
3.94%
China 2.86%
India 1.08%
Unidentified Region 1.65%

Stock Sector Exposure

Cyclical
27.64%
Materials
6.41%
Consumer Discretionary
7.16%
Financials
12.24%
Real Estate
1.83%
Sensitive
55.10%
Communication Services
12.92%
Energy
5.80%
Industrials
12.58%
Information Technology
23.80%
Defensive
12.39%
Consumer Staples
6.08%
Health Care
4.14%
Utilities
2.16%
Not Classified
4.87%
Non Classified Equity
1.18%
Not Classified - Non Equity
3.69%
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