Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.11%
Stock 96.44%
Bond 1.68%
Convertible 0.00%
Preferred 0.00%
Other -0.23%
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Market Capitalization

As of September 30, 2025
Large 0.00%
Mid 33.28%
Small 66.72%
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Region Exposure

% Developed Markets: 98.12%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.88%

Americas 98.12%
98.12%
Canada 2.66%
United States 95.46%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.88%

Stock Sector Exposure

Cyclical
18.85%
Materials
3.30%
Consumer Discretionary
8.82%
Financials
6.73%
Real Estate
0.00%
Sensitive
62.17%
Communication Services
0.00%
Energy
0.00%
Industrials
36.05%
Information Technology
26.13%
Defensive
11.88%
Consumer Staples
3.58%
Health Care
8.30%
Utilities
0.00%
Not Classified
7.09%
Non Classified Equity
3.33%
Not Classified - Non Equity
3.76%
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