Asset Allocation

As of September 30, 2023.
Type % Net
Cash 0.01%
Stock 97.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.25%
Other 1.75%
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Market Capitalization

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

% Developed Markets: 97.46%    % Emerging Markets: 3.07%    % Unidentified Markets: -0.53%

Americas 92.81%
89.71%
Canada 28.02%
United States 61.69%
3.10%
Brazil 2.97%
As of September 30, 2023. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.54%
United Kingdom 7.53%
0.00%
Ireland 0.00%
0.00%
0.00%
Israel 0.00%
Greater Asia 0.18%
Japan 0.01%
0.00%
0.06%
Hong Kong 0.01%
Singapore 0.06%
0.10%
China 0.00%
Kazakhstan 0.06%
Malaysia 0.04%
Unidentified Region -0.53%

Stock Sector Exposure

Cyclical
40.28%
Materials
18.81%
Consumer Discretionary
11.01%
Financials
6.56%
Real Estate
3.89%
Sensitive
28.98%
Communication Services
0.26%
Energy
0.12%
Industrials
11.46%
Information Technology
17.15%
Defensive
23.73%
Consumer Staples
3.75%
Health Care
18.74%
Utilities
1.24%
Not Classified
7.01%
Non Classified Equity
7.01%
Not Classified - Non Equity
0.00%
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