Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.29%
Stock 97.26%
Bond 0.09%
Convertible 0.00%
Preferred 0.00%
Other 2.36%
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Market Capitalization

As of September 30, 2025
Large 71.62%
Mid 18.67%
Small 9.71%
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Region Exposure

% Developed Markets: 97.21%    % Emerging Markets: 0.25%    % Unidentified Markets: 2.54%

Americas 73.04%
72.27%
Canada 24.34%
United States 47.93%
0.77%
Mexico 0.25%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.87%
United Kingdom 3.88%
11.78%
Austria 0.13%
Belgium 0.00%
Denmark 0.42%
Finland 0.43%
France 2.29%
Germany 1.67%
Ireland 0.46%
Italy 0.85%
Netherlands 0.80%
Norway 0.40%
Spain 1.13%
Sweden 0.50%
Switzerland 2.51%
0.00%
0.21%
Israel 0.21%
Greater Asia 8.55%
Japan 6.39%
1.29%
Australia 1.21%
0.87%
Hong Kong 0.50%
Singapore 0.37%
0.00%
Unidentified Region 2.54%

Stock Sector Exposure

Cyclical
39.53%
Materials
7.39%
Consumer Discretionary
6.54%
Financials
22.09%
Real Estate
3.52%
Sensitive
39.55%
Communication Services
5.48%
Energy
4.98%
Industrials
11.51%
Information Technology
17.58%
Defensive
19.45%
Consumer Staples
7.11%
Health Care
6.05%
Utilities
6.29%
Not Classified
1.47%
Non Classified Equity
1.17%
Not Classified - Non Equity
0.30%
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