Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.23%
Stock 98.84%
Bond 0.02%
Convertible 0.00%
Preferred 0.00%
Other 0.90%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 81.49%
Mid 15.00%
Small 3.51%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.05%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.95%

Americas 96.65%
96.57%
Canada 0.06%
United States 96.51%
0.08%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.31%
United Kingdom 0.50%
1.81%
Belgium 0.00%
France 0.01%
Germany 0.00%
Ireland 1.38%
Netherlands 0.10%
Norway 0.00%
Switzerland 0.32%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 0.09%
Japan 0.00%
0.01%
Australia 0.01%
0.08%
Singapore 0.08%
0.00%
Unidentified Region 0.95%

Stock Sector Exposure

Cyclical
27.82%
Materials
1.78%
Consumer Discretionary
10.65%
Financials
13.52%
Real Estate
1.86%
Sensitive
55.96%
Communication Services
10.13%
Energy
2.89%
Industrials
7.94%
Information Technology
35.00%
Defensive
15.93%
Consumer Staples
4.75%
Health Care
8.85%
Utilities
2.34%
Not Classified
0.29%
Non Classified Equity
0.07%
Not Classified - Non Equity
0.23%
As of September 30, 2025
View Region Exposure
Start Trial

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