Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.19%
Stock 95.78%
Bond 0.98%
Convertible 0.00%
Preferred 0.08%
Other 0.97%
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Market Capitalization

As of September 30, 2025
Large 68.01%
Mid 16.43%
Small 15.56%
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Region Exposure

% Developed Markets: 99.32%    % Emerging Markets: 0.65%    % Unidentified Markets: 0.03%

Americas 93.91%
93.03%
Canada 86.11%
United States 6.92%
0.88%
Brazil 0.21%
Colombia 0.18%
Mexico 0.05%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.00%
United Kingdom 1.54%
2.38%
Austria 0.07%
Belgium 0.05%
Finland 0.06%
France 0.71%
Germany 0.35%
Ireland 0.14%
Italy 0.20%
Netherlands 0.23%
Norway 0.01%
Sweden 0.10%
Switzerland 0.44%
0.00%
0.08%
Israel 0.00%
South Africa 0.06%
United Arab Emirates 0.02%
Greater Asia 2.06%
Japan 1.13%
0.32%
Australia 0.32%
0.46%
Hong Kong 0.14%
Singapore 0.10%
South Korea 0.22%
0.14%
China 0.04%
Indonesia 0.03%
Malaysia 0.01%
Thailand 0.06%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
52.60%
Materials
14.69%
Consumer Discretionary
2.31%
Financials
34.21%
Real Estate
1.39%
Sensitive
35.24%
Communication Services
4.00%
Energy
14.15%
Industrials
9.11%
Information Technology
7.98%
Defensive
10.20%
Consumer Staples
4.78%
Health Care
0.85%
Utilities
4.57%
Not Classified
1.96%
Non Classified Equity
0.87%
Not Classified - Non Equity
1.09%
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