Asset Allocation

As of September 30, 2025.
Type % Net
Cash -1.99%
Stock 96.17%
Bond 1.97%
Convertible 0.00%
Preferred 0.00%
Other 3.86%
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Market Capitalization

As of September 30, 2025
Large 0.39%
Mid 5.34%
Small 94.27%
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Region Exposure

% Developed Markets: 94.43%    % Emerging Markets: 0.36%    % Unidentified Markets: 5.22%

Americas 91.88%
91.01%
United States 91.01%
0.87%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.48%
United Kingdom 1.82%
0.66%
Ireland 0.39%
Sweden 0.27%
0.00%
0.00%
Greater Asia 0.42%
Japan 0.00%
0.07%
0.00%
0.36%
Thailand 0.36%
Unidentified Region 5.22%

Stock Sector Exposure

Cyclical
39.87%
Materials
5.37%
Consumer Discretionary
11.80%
Financials
16.28%
Real Estate
6.43%
Sensitive
39.99%
Communication Services
1.39%
Energy
3.84%
Industrials
21.64%
Information Technology
13.12%
Defensive
16.31%
Consumer Staples
4.55%
Health Care
8.36%
Utilities
3.40%
Not Classified
3.83%
Non Classified Equity
0.28%
Not Classified - Non Equity
3.55%
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