Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.44%
Stock 98.95%
Bond 0.61%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 7.09%
Mid 24.61%
Small 68.30%
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Region Exposure

% Developed Markets: 98.15%    % Emerging Markets: 1.33%    % Unidentified Markets: 0.52%

Americas 93.33%
92.04%
Canada 4.12%
United States 87.92%
1.29%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.82%
United Kingdom 1.44%
3.38%
Denmark 1.40%
Finland 0.56%
Netherlands 0.55%
Switzerland 0.87%
0.00%
0.00%
Greater Asia 1.33%
Japan 0.00%
0.00%
0.00%
1.33%
Thailand 1.33%
Unidentified Region 0.52%

Stock Sector Exposure

Cyclical
23.85%
Materials
2.91%
Consumer Discretionary
15.80%
Financials
5.15%
Real Estate
0.00%
Sensitive
53.25%
Communication Services
3.31%
Energy
4.54%
Industrials
25.10%
Information Technology
20.30%
Defensive
20.40%
Consumer Staples
2.90%
Health Care
16.07%
Utilities
1.42%
Not Classified
2.50%
Non Classified Equity
1.37%
Not Classified - Non Equity
1.13%
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