Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.12%
Stock 97.88%
Bond 0.90%
Convertible 0.00%
Preferred 0.06%
Other 0.03%
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Market Capitalization

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

% Developed Markets: 95.61%    % Emerging Markets: 3.39%    % Unidentified Markets: 1.01%

Americas 81.03%
80.41%
Canada 1.78%
United States 78.63%
0.62%
Brazil 0.21%
Chile 0.02%
Colombia 0.01%
Mexico 0.10%
Peru 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.57%
United Kingdom 2.24%
6.60%
Austria 0.04%
Belgium 0.10%
Denmark 0.21%
Finland 0.12%
France 0.96%
Germany 0.95%
Greece 0.03%
Ireland 0.97%
Italy 0.36%
Netherlands 0.82%
Norway 0.08%
Portugal 0.02%
Spain 0.36%
Sweden 0.37%
Switzerland 1.11%
0.12%
Czech Republic 0.01%
Poland 0.05%
Russia 0.01%
Turkey 0.04%
0.61%
Egypt 0.00%
Israel 0.14%
Qatar 0.03%
Saudi Arabia 0.16%
South Africa 0.15%
United Arab Emirates 0.08%
Greater Asia 8.39%
Japan 2.82%
0.85%
Australia 0.82%
2.29%
Hong Kong 0.46%
Singapore 0.26%
South Korea 0.61%
Taiwan 0.96%
2.42%
China 1.31%
India 0.87%
Indonesia 0.07%
Malaysia 0.08%
Philippines 0.02%
Thailand 0.07%
Unidentified Region 1.01%

Stock Sector Exposure

Cyclical
26.91%
Materials
2.61%
Consumer Discretionary
11.33%
Financials
11.45%
Real Estate
1.53%
Sensitive
56.85%
Communication Services
10.44%
Energy
2.47%
Industrials
8.22%
Information Technology
35.72%
Defensive
14.19%
Consumer Staples
4.77%
Health Care
7.26%
Utilities
2.16%
Not Classified
2.05%
Non Classified Equity
0.14%
Not Classified - Non Equity
1.91%
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