Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.21%
Stock 97.48%
Bond 1.30%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 91.44%
Mid 7.47%
Small 1.09%
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Region Exposure

% Developed Markets: 98.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.21%

Americas 66.11%
66.11%
United States 66.11%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.29%
United Kingdom 11.16%
17.13%
Belgium 1.59%
France 1.08%
Germany 5.62%
Ireland 2.77%
Spain 1.81%
Switzerland 4.26%
0.00%
0.00%
Greater Asia 4.40%
Japan 0.93%
1.79%
Australia 1.79%
1.68%
Singapore 1.68%
0.00%
Unidentified Region 1.21%

Stock Sector Exposure

Cyclical
23.24%
Materials
2.15%
Consumer Discretionary
4.90%
Financials
16.19%
Real Estate
0.00%
Sensitive
60.92%
Communication Services
3.47%
Energy
5.26%
Industrials
15.88%
Information Technology
36.31%
Defensive
13.32%
Consumer Staples
3.16%
Health Care
7.79%
Utilities
2.37%
Not Classified
2.52%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.52%
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