Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.08%
Stock 97.62%
Bond 0.63%
Convertible 0.00%
Preferred 0.00%
Other 0.67%
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Market Capitalization

As of September 30, 2025
Large 51.60%
Mid 26.22%
Small 22.19%
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Region Exposure

% Developed Markets: 98.70%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.30%

Americas 84.90%
84.42%
Canada 0.51%
United States 83.91%
0.48%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.66%
United Kingdom 6.50%
5.16%
France 0.96%
Ireland 1.56%
Switzerland 2.65%
0.00%
0.00%
Greater Asia 2.15%
Japan 0.00%
0.00%
2.15%
Singapore 0.38%
South Korea 0.45%
Taiwan 1.32%
0.00%
Unidentified Region 1.30%

Stock Sector Exposure

Cyclical
31.88%
Materials
4.81%
Consumer Discretionary
2.98%
Financials
20.85%
Real Estate
3.23%
Sensitive
34.41%
Communication Services
6.75%
Energy
6.03%
Industrials
10.37%
Information Technology
11.26%
Defensive
31.99%
Consumer Staples
10.60%
Health Care
13.57%
Utilities
7.82%
Not Classified
1.72%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.72%
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