Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.03%
Stock 97.63%
Bond 1.34%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 5.72%
Mid 9.24%
Small 85.04%
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Region Exposure

% Developed Markets: 96.64%    % Emerging Markets: 2.28%    % Unidentified Markets: 1.08%

Americas 93.80%
91.39%
Canada 4.70%
United States 86.68%
2.41%
Brazil 0.54%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.99%
United Kingdom 0.63%
1.45%
Ireland 0.42%
Switzerland 1.02%
0.00%
0.91%
Israel 0.91%
Greater Asia 2.13%
Japan 0.00%
0.00%
0.40%
Singapore 0.40%
1.73%
Thailand 1.73%
Unidentified Region 1.08%

Stock Sector Exposure

Cyclical
23.39%
Materials
3.44%
Consumer Discretionary
14.32%
Financials
5.63%
Real Estate
0.00%
Sensitive
51.73%
Communication Services
1.12%
Energy
5.47%
Industrials
25.22%
Information Technology
19.91%
Defensive
21.38%
Consumer Staples
1.81%
Health Care
19.57%
Utilities
0.00%
Not Classified
3.50%
Non Classified Equity
1.08%
Not Classified - Non Equity
2.42%
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