Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.17%
Stock 99.64%
Bond 0.11%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of September 30, 2025
Large 79.64%
Mid 8.62%
Small 11.74%
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Region Exposure

% Developed Markets: 99.11%    % Emerging Markets: 0.71%    % Unidentified Markets: 0.18%

Americas 96.04%
95.43%
Canada 0.90%
United States 94.53%
0.61%
Argentina 0.01%
Brazil 0.01%
Mexico 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.88%
United Kingdom 1.10%
1.32%
Belgium 0.00%
Denmark 0.04%
France 0.05%
Germany 0.04%
Greece 0.01%
Ireland 0.36%
Netherlands 0.66%
Norway 0.00%
Spain 0.00%
Sweden 0.01%
Switzerland 0.12%
0.00%
Turkey 0.00%
0.46%
Israel 0.44%
South Africa 0.00%
United Arab Emirates 0.02%
Greater Asia 0.91%
Japan 0.00%
0.11%
Australia 0.11%
0.44%
Hong Kong 0.12%
Singapore 0.31%
South Korea 0.00%
Taiwan 0.01%
0.35%
China 0.27%
India 0.02%
Indonesia 0.01%
Kazakhstan 0.04%
Malaysia 0.00%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
19.01%
Materials
0.83%
Consumer Discretionary
14.00%
Financials
3.67%
Real Estate
0.51%
Sensitive
71.49%
Communication Services
15.41%
Energy
0.43%
Industrials
3.33%
Information Technology
52.31%
Defensive
8.93%
Consumer Staples
2.82%
Health Care
5.21%
Utilities
0.89%
Not Classified
0.57%
Non Classified Equity
0.30%
Not Classified - Non Equity
0.26%
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