Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.78%
Stock 88.37%
Bond 2.04%
Convertible 0.00%
Preferred 0.00%
Other 6.82%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 91.69%    % Emerging Markets: 0.00%    % Unidentified Markets: 8.31%

Americas 88.64%
88.17%
Canada 1.70%
United States 86.47%
0.47%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.57%
United Kingdom 0.64%
1.93%
Finland 0.01%
Ireland 1.31%
Netherlands 0.30%
Switzerland 0.30%
0.00%
0.00%
Greater Asia 0.49%
Japan 0.00%
0.00%
0.49%
Singapore 0.49%
0.00%
Unidentified Region 8.31%

Stock Sector Exposure

Cyclical
19.45%
Materials
3.68%
Consumer Discretionary
11.34%
Financials
4.43%
Real Estate
0.00%
Sensitive
56.57%
Communication Services
7.07%
Energy
6.49%
Industrials
15.66%
Information Technology
27.35%
Defensive
19.89%
Consumer Staples
5.81%
Health Care
11.74%
Utilities
2.34%
Not Classified
4.09%
Non Classified Equity
0.24%
Not Classified - Non Equity
3.85%
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