Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.19%
Stock 98.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.25%
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Market Capitalization

As of September 30, 2025
Large 43.61%
Mid 24.68%
Small 31.71%
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Region Exposure

% Developed Markets: 98.75%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.25%

Americas 84.01%
82.00%
United States 82.00%
2.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.74%
United Kingdom 1.25%
11.49%
Ireland 4.48%
Netherlands 2.11%
Spain 1.55%
Switzerland 3.34%
0.00%
0.00%
Greater Asia 2.00%
Japan 2.00%
0.00%
0.00%
0.00%
Unidentified Region 1.25%

Stock Sector Exposure

Cyclical
98.94%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
98.94%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.06%
Non Classified Equity
0.05%
Not Classified - Non Equity
1.01%
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