Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.11%
Stock 99.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of September 30, 2025
Large 85.14%
Mid 10.44%
Small 4.41%
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Region Exposure

% Developed Markets: 98.32%    % Emerging Markets: 1.59%    % Unidentified Markets: 0.09%

Americas 95.00%
93.41%
Canada 4.74%
United States 88.67%
1.59%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.10%
United Kingdom 0.27%
1.75%
Denmark 0.40%
Germany 0.04%
Netherlands 0.83%
0.00%
0.09%
Israel 0.09%
Greater Asia 2.80%
Japan 0.00%
0.35%
Australia 0.35%
2.46%
Singapore 0.99%
South Korea 0.05%
Taiwan 1.42%
0.00%
Unidentified Region 0.09%

Stock Sector Exposure

Cyclical
20.97%
Materials
0.00%
Consumer Discretionary
14.75%
Financials
6.22%
Real Estate
0.00%
Sensitive
71.26%
Communication Services
14.13%
Energy
0.26%
Industrials
4.81%
Information Technology
52.06%
Defensive
7.61%
Consumer Staples
0.00%
Health Care
7.61%
Utilities
0.00%
Not Classified
0.16%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.16%
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