Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.01%
Stock 98.91%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.08%
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Market Capitalization

As of September 30, 2025
Large 25.61%
Mid 35.24%
Small 39.15%
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Region Exposure

% Developed Markets: 98.46%    % Emerging Markets: 0.47%    % Unidentified Markets: 1.08%

Americas 65.84%
65.38%
Canada 2.09%
United States 63.28%
0.47%
Mexico 0.47%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.22%
United Kingdom 3.40%
7.82%
Belgium 1.45%
France 1.94%
Germany 2.55%
Spain 1.21%
Sweden 0.67%
0.00%
0.00%
Greater Asia 21.86%
Japan 9.17%
6.92%
Australia 6.92%
5.76%
Hong Kong 2.96%
Singapore 2.80%
0.00%
Unidentified Region 1.08%

Stock Sector Exposure

Cyclical
93.61%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
93.61%
Sensitive
0.66%
Communication Services
0.37%
Energy
0.00%
Industrials
0.00%
Information Technology
0.29%
Defensive
0.79%
Consumer Staples
0.00%
Health Care
0.79%
Utilities
0.00%
Not Classified
4.94%
Non Classified Equity
4.16%
Not Classified - Non Equity
0.79%
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