Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.21%
Stock 99.26%
Bond 0.17%
Convertible 0.00%
Preferred 0.00%
Other 0.36%
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Market Capitalization

As of September 30, 2025
Large 39.21%
Mid 27.20%
Small 33.59%
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Region Exposure

% Developed Markets: 96.94%    % Emerging Markets: 2.41%    % Unidentified Markets: 0.65%

Americas 80.01%
80.01%
Canada 9.39%
United States 70.62%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.47%
United Kingdom 8.07%
2.99%
Netherlands 0.49%
0.00%
2.41%
Saudi Arabia 2.41%
Greater Asia 5.86%
Japan 1.35%
0.00%
4.51%
Hong Kong 3.38%
Singapore 1.13%
0.00%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
37.41%
Materials
37.41%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
32.14%
Communication Services
0.00%
Energy
0.00%
Industrials
32.14%
Information Technology
0.00%
Defensive
29.98%
Consumer Staples
29.98%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.47%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.47%
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