Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.13%
Stock 96.39%
Bond 0.02%
Convertible 0.00%
Preferred 2.03%
Other 1.42%
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Market Capitalization

As of September 30, 2025
Large 10.93%
Mid 60.28%
Small 28.79%
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Region Exposure

% Developed Markets: 95.16%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.84%

Americas 94.90%
94.89%
United States 94.89%
0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.26%
United Kingdom 0.00%
0.26%
Denmark 0.26%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.84%

Stock Sector Exposure

Cyclical
31.13%
Materials
0.00%
Consumer Discretionary
20.51%
Financials
9.75%
Real Estate
0.86%
Sensitive
47.16%
Communication Services
7.55%
Energy
2.01%
Industrials
18.65%
Information Technology
18.96%
Defensive
16.79%
Consumer Staples
1.21%
Health Care
13.74%
Utilities
1.84%
Not Classified
4.92%
Non Classified Equity
3.40%
Not Classified - Non Equity
1.52%
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