Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.27%
Stock 98.98%
Bond 0.19%
Convertible 0.00%
Preferred 0.30%
Other 0.26%
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Market Capitalization

As of September 30, 2025
Large 65.76%
Mid 18.24%
Small 15.99%
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Region Exposure

% Developed Markets: 96.22%    % Emerging Markets: 2.57%    % Unidentified Markets: 1.21%

Americas 66.43%
65.96%
Canada 3.50%
United States 62.46%
0.47%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.20%
United Kingdom 4.59%
16.36%
Austria 0.25%
Belgium 0.82%
Denmark 0.57%
Finland 0.12%
France 1.24%
Germany 1.14%
Ireland 4.64%
Italy 2.15%
Netherlands 0.36%
Norway 0.24%
Spain 1.73%
Sweden 2.08%
Switzerland 0.31%
0.25%
0.00%
Greater Asia 11.17%
Japan 3.41%
1.68%
Australia 1.68%
3.93%
Hong Kong 0.07%
Taiwan 3.86%
2.15%
China 1.39%
Indonesia 0.76%
Unidentified Region 1.21%

Stock Sector Exposure

Cyclical
31.35%
Materials
1.32%
Consumer Discretionary
14.61%
Financials
14.70%
Real Estate
0.72%
Sensitive
58.30%
Communication Services
13.68%
Energy
1.88%
Industrials
10.10%
Information Technology
32.64%
Defensive
9.18%
Consumer Staples
1.71%
Health Care
5.03%
Utilities
2.44%
Not Classified
1.18%
Non Classified Equity
0.65%
Not Classified - Non Equity
0.53%
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