Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.15%
Stock 96.71%
Bond 0.67%
Convertible 0.00%
Preferred 0.00%
Other 1.47%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 11.87%
Mid 14.83%
Small 73.30%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.86%    % Emerging Markets: 0.56%    % Unidentified Markets: 1.58%

Americas 85.46%
83.57%
Canada 1.12%
United States 82.45%
1.89%
Mexico 0.06%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.49%
United Kingdom 1.48%
7.01%
Austria 0.59%
France 1.03%
Germany 0.31%
Greece 0.95%
Ireland 1.32%
Italy 0.17%
Netherlands 0.36%
Norway 0.17%
Spain 0.64%
Sweden 0.27%
Switzerland 1.02%
0.00%
0.00%
Greater Asia 4.46%
Japan 2.45%
0.00%
1.52%
Hong Kong 0.73%
Singapore 0.53%
South Korea 0.26%
0.49%
China 0.41%
India 0.08%
Unidentified Region 1.58%

Stock Sector Exposure

Cyclical
46.76%
Materials
5.46%
Consumer Discretionary
15.96%
Financials
23.79%
Real Estate
1.55%
Sensitive
35.46%
Communication Services
1.16%
Energy
6.77%
Industrials
15.82%
Information Technology
11.71%
Defensive
15.93%
Consumer Staples
5.57%
Health Care
9.20%
Utilities
1.16%
Not Classified
1.85%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.85%
As of September 30, 2025
View Region Exposure
Start Trial

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