Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.15%
Stock 97.59%
Bond 0.67%
Convertible 0.00%
Preferred 0.00%
Other 0.59%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 74.78%
Mid 14.45%
Small 10.78%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.26%

Americas 83.92%
83.92%
Canada 2.95%
United States 80.97%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.74%
United Kingdom 6.04%
5.70%
France 0.34%
Germany 0.77%
Ireland 1.52%
Italy 0.48%
Netherlands 1.02%
Switzerland 1.58%
0.00%
0.00%
Greater Asia 3.08%
Japan 0.47%
0.00%
2.61%
South Korea 1.02%
Taiwan 1.59%
0.00%
Unidentified Region 1.26%

Stock Sector Exposure

Cyclical
35.10%
Materials
3.48%
Consumer Discretionary
7.96%
Financials
21.44%
Real Estate
2.21%
Sensitive
36.22%
Communication Services
7.85%
Energy
6.20%
Industrials
11.76%
Information Technology
10.41%
Defensive
26.09%
Consumer Staples
8.58%
Health Care
11.37%
Utilities
6.14%
Not Classified
2.59%
Non Classified Equity
0.76%
Not Classified - Non Equity
1.83%
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