Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.66%
Stock 98.18%
Bond 1.16%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 86.75%
Mid 10.35%
Small 2.89%
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Region Exposure

% Developed Markets: 98.82%    % Emerging Markets: 0.52%    % Unidentified Markets: 0.66%

Americas 97.03%
96.57%
Canada 1.41%
United States 95.16%
0.47%
Brazil 0.20%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.97%
United Kingdom 0.41%
0.56%
Ireland 0.10%
Switzerland 0.20%
0.00%
0.00%
Greater Asia 1.34%
Japan 0.00%
0.07%
Australia 0.07%
1.21%
Hong Kong 0.31%
Singapore 0.48%
Taiwan 0.42%
0.06%
China 0.06%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
20.94%
Materials
0.83%
Consumer Discretionary
12.91%
Financials
7.20%
Real Estate
0.00%
Sensitive
68.85%
Communication Services
14.68%
Energy
0.13%
Industrials
5.22%
Information Technology
48.83%
Defensive
8.34%
Consumer Staples
2.55%
Health Care
5.69%
Utilities
0.10%
Not Classified
1.87%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.87%
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