Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 93.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 6.35%
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Market Capitalization

As of September 30, 2025
Large 17.87%
Mid 19.96%
Small 62.16%
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Region Exposure

% Developed Markets: 92.93%    % Emerging Markets: 0.72%    % Unidentified Markets: 6.35%

Americas 65.39%
65.39%
United States 65.39%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.01%
United Kingdom 0.00%
16.20%
Germany 9.02%
Ireland 3.52%
Switzerland 3.65%
0.00%
1.81%
Israel 1.81%
Greater Asia 10.25%
Japan 9.53%
0.00%
0.00%
0.72%
China 0.72%
Unidentified Region 6.35%

Stock Sector Exposure

Cyclical
7.09%
Materials
5.05%
Consumer Discretionary
2.04%
Financials
0.00%
Real Estate
0.00%
Sensitive
83.17%
Communication Services
0.00%
Energy
0.00%
Industrials
47.20%
Information Technology
35.97%
Defensive
3.69%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
3.69%
Not Classified
6.05%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.05%
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