Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.07%
Stock 100.3%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.40%
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Market Capitalization

As of September 30, 2025
Large 73.74%
Mid 18.23%
Small 8.03%
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Region Exposure

% Developed Markets: 100.4%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.40%

Americas 97.13%
97.13%
Canada 0.01%
United States 97.11%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.27%
United Kingdom 0.00%
3.27%
Belgium 0.00%
France 0.00%
Ireland 2.04%
Switzerland 1.23%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region -0.40%

Stock Sector Exposure

Cyclical
32.69%
Materials
0.00%
Consumer Discretionary
3.68%
Financials
20.35%
Real Estate
8.66%
Sensitive
45.44%
Communication Services
2.90%
Energy
0.00%
Industrials
13.08%
Information Technology
29.47%
Defensive
21.84%
Consumer Staples
10.97%
Health Care
2.29%
Utilities
8.58%
Not Classified
0.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.02%
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