Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.29%
Stock 97.48%
Bond 0.21%
Convertible 0.00%
Preferred 2.28%
Other -0.26%
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Market Capitalization

As of September 30, 2025
Large 81.81%
Mid 8.67%
Small 9.52%
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Region Exposure

% Developed Markets: 93.47%    % Emerging Markets: 0.21%    % Unidentified Markets: 6.32%

Americas 89.00%
89.00%
Canada 0.35%
United States 88.66%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.62%
United Kingdom 0.43%
1.19%
Denmark 0.03%
Germany 0.60%
Netherlands 0.55%
0.00%
0.00%
Greater Asia 3.05%
Japan 0.00%
0.01%
Australia 0.01%
2.84%
Singapore 0.87%
Taiwan 1.97%
0.21%
India 0.21%
Unidentified Region 6.32%

Stock Sector Exposure

Cyclical
12.52%
Materials
0.01%
Consumer Discretionary
8.98%
Financials
3.43%
Real Estate
0.10%
Sensitive
73.40%
Communication Services
23.02%
Energy
0.00%
Industrials
5.12%
Information Technology
45.26%
Defensive
7.09%
Consumer Staples
1.15%
Health Care
4.49%
Utilities
1.45%
Not Classified
6.99%
Non Classified Equity
6.68%
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