Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.21%
Stock 97.02%
Bond 2.89%
Convertible 0.00%
Preferred 0.00%
Other -0.12%
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Market Capitalization

As of September 30, 2025
Large 59.96%
Mid 22.16%
Small 17.88%
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Region Exposure

% Developed Markets: 95.23%    % Emerging Markets: 4.73%    % Unidentified Markets: 0.04%

Americas 68.94%
68.71%
Canada 52.24%
United States 16.47%
0.23%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.58%
United Kingdom 18.30%
7.25%
France 4.64%
Germany 0.71%
Netherlands 1.01%
Switzerland 0.89%
0.00%
1.03%
Israel 1.03%
Greater Asia 4.44%
Japan 0.00%
0.00%
0.00%
4.44%
China 2.10%
India 2.34%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
13.40%
Materials
5.29%
Consumer Discretionary
3.28%
Financials
3.28%
Real Estate
1.55%
Sensitive
31.08%
Communication Services
9.11%
Energy
2.71%
Industrials
10.32%
Information Technology
8.94%
Defensive
50.52%
Consumer Staples
35.88%
Health Care
6.86%
Utilities
7.78%
Not Classified
5.00%
Non Classified Equity
4.69%
Not Classified - Non Equity
0.31%
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