Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.12%
Stock 99.77%
Bond 0.09%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of September 30, 2025
Large 80.52%
Mid 16.66%
Small 2.82%
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Region Exposure

% Developed Markets: 99.50%    % Emerging Markets: 0.35%    % Unidentified Markets: 0.15%

Americas 98.77%
98.42%
United States 98.42%
0.35%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.88%
United Kingdom 0.02%
0.86%
Ireland 0.86%
0.00%
0.00%
Greater Asia 0.20%
Japan 0.00%
0.05%
Australia 0.05%
0.15%
Singapore 0.15%
0.00%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
32.40%
Materials
0.61%
Consumer Discretionary
7.27%
Financials
23.48%
Real Estate
1.04%
Sensitive
46.20%
Communication Services
8.60%
Energy
1.62%
Industrials
11.75%
Information Technology
24.23%
Defensive
21.20%
Consumer Staples
10.59%
Health Care
6.92%
Utilities
3.69%
Not Classified
0.21%
Non Classified Equity
0.03%
Not Classified - Non Equity
0.18%
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