Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.83%
Stock 99.14%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of September 30, 2025
Large 75.71%
Mid 13.41%
Small 10.88%
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Region Exposure

% Developed Markets: 99.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.08%

Americas 89.05%
89.05%
Canada 3.90%
United States 85.15%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.62%
United Kingdom 0.02%
6.60%
Belgium 0.01%
France 0.03%
Germany 0.00%
Ireland 6.56%
Norway 0.00%
0.00%
0.00%
Greater Asia 4.25%
Japan 0.00%
0.02%
Australia 0.02%
4.24%
Singapore 0.00%
Taiwan 4.24%
0.00%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
27.74%
Materials
0.00%
Consumer Discretionary
15.72%
Financials
12.02%
Real Estate
0.00%
Sensitive
63.70%
Communication Services
13.45%
Energy
1.65%
Industrials
6.47%
Information Technology
42.13%
Defensive
7.93%
Consumer Staples
0.92%
Health Care
3.50%
Utilities
3.51%
Not Classified
0.63%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.63%
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