Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.36%
Stock 96.02%
Bond 0.80%
Convertible 0.00%
Preferred 1.86%
Other -0.04%
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Market Capitalization

As of September 30, 2025
Large 80.67%
Mid 12.49%
Small 6.83%
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Region Exposure

% Developed Markets: 96.38%    % Emerging Markets: 0.05%    % Unidentified Markets: 3.56%

Americas 87.97%
87.96%
Canada 2.42%
United States 85.54%
0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.86%
United Kingdom 0.00%
4.63%
Netherlands 4.63%
0.00%
1.23%
Israel 1.23%
Greater Asia 2.60%
Japan 0.00%
0.00%
2.55%
Singapore 0.15%
South Korea 0.02%
Taiwan 2.38%
0.05%
India 0.05%
Unidentified Region 3.56%

Stock Sector Exposure

Cyclical
1.20%
Materials
0.02%
Consumer Discretionary
1.16%
Financials
0.01%
Real Estate
0.00%
Sensitive
94.35%
Communication Services
0.80%
Energy
0.00%
Industrials
1.88%
Information Technology
91.67%
Defensive
0.01%
Consumer Staples
0.01%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.44%
Non Classified Equity
2.29%
Not Classified - Non Equity
2.15%
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