Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.13%
Stock 100.9%
Bond 0.13%
Convertible 0.00%
Preferred 0.27%
Other -2.44%
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Market Capitalization

As of September 30, 2025
Large 11.44%
Mid 25.70%
Small 62.87%
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Region Exposure

% Developed Markets: 101.9%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.93%

Americas 96.05%
94.10%
Canada 6.20%
United States 87.90%
1.95%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.84%
United Kingdom 1.32%
4.52%
Belgium 0.02%
France 0.99%
Germany 0.00%
Ireland 2.12%
Norway 0.00%
Portugal 0.96%
Spain 0.43%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.00%
0.03%
Australia 0.03%
0.00%
Singapore 0.00%
0.00%
Unidentified Region -1.93%

Stock Sector Exposure

Cyclical
41.50%
Materials
6.22%
Consumer Discretionary
11.85%
Financials
16.48%
Real Estate
6.95%
Sensitive
38.35%
Communication Services
2.18%
Energy
8.29%
Industrials
19.41%
Information Technology
8.46%
Defensive
18.68%
Consumer Staples
4.08%
Health Care
8.74%
Utilities
5.85%
Not Classified
1.47%
Non Classified Equity
0.27%
Not Classified - Non Equity
1.20%
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