Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.17%
Stock 99.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.37%
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Market Capitalization

As of September 30, 2025
Large 86.07%
Mid 10.51%
Small 3.42%
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Region Exposure

% Developed Markets: 99.63%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.37%

Americas 77.35%
77.35%
Canada -0.44%
United States 77.79%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.23%
United Kingdom 2.27%
9.45%
Denmark 0.00%
Germany 3.12%
Spain 2.04%
Switzerland 2.30%
0.00%
3.51%
Israel 3.51%
Greater Asia 7.05%
Japan 4.68%
0.00%
2.37%
Taiwan 2.37%
0.00%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
31.67%
Materials
2.31%
Consumer Discretionary
6.52%
Financials
22.84%
Real Estate
0.00%
Sensitive
68.33%
Communication Services
8.73%
Energy
0.00%
Industrials
20.54%
Information Technology
39.06%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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