Asset Allocation

As of September 30, 2023.
Type % Net
Cash 0.04%
Stock 85.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 14.31%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 85.45%    % Emerging Markets: 0.21%    % Unidentified Markets: 14.34%

Americas 79.76%
79.59%
Canada 0.13%
United States 79.46%
0.17%
As of September 30, 2023. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.80%
United Kingdom 0.11%
2.70%
Ireland 0.17%
Netherlands 2.52%
0.00%
0.00%
Greater Asia 3.09%
Japan 0.00%
0.00%
3.06%
Taiwan 3.06%
0.04%
China 0.04%
Unidentified Region 14.34%

Stock Sector Exposure

Cyclical
18.50%
Materials
13.85%
Consumer Discretionary
4.65%
Financials
0.00%
Real Estate
0.00%
Sensitive
66.24%
Communication Services
5.19%
Energy
18.14%
Industrials
1.21%
Information Technology
41.71%
Defensive
4.79%
Consumer Staples
2.08%
Health Care
2.31%
Utilities
0.40%
Not Classified
10.47%
Non Classified Equity
0.09%
Not Classified - Non Equity
10.38%
As of September 30, 2023
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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