Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.09%
Stock 99.74%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of September 30, 2025
Large 60.91%
Mid 25.66%
Small 13.43%
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Region Exposure

% Developed Markets: 99.81%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.19%

Americas 96.35%
95.36%
United States 95.36%
0.99%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.46%
United Kingdom 0.25%
3.21%
Ireland 1.58%
Switzerland 1.63%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
31.89%
Materials
3.26%
Consumer Discretionary
5.30%
Financials
22.93%
Real Estate
0.39%
Sensitive
47.38%
Communication Services
8.60%
Energy
12.67%
Industrials
2.78%
Information Technology
23.33%
Defensive
20.59%
Consumer Staples
3.40%
Health Care
16.49%
Utilities
0.70%
Not Classified
0.14%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.14%
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