Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.30%
Stock 98.30%
Bond 0.40%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 53.81%
Mid 38.28%
Small 7.91%
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Region Exposure

% Developed Markets: 97.19%    % Emerging Markets: 2.38%    % Unidentified Markets: 0.43%

Americas 67.11%
65.89%
Canada 16.61%
United States 49.28%
1.22%
Mexico 1.22%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.85%
United Kingdom 8.10%
18.75%
France 7.76%
Germany 1.17%
Italy 3.29%
Netherlands 3.19%
Spain 3.35%
0.00%
0.00%
Greater Asia 5.61%
Japan 1.51%
2.94%
Australia 2.94%
0.00%
1.16%
China 1.16%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
10.34%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
10.34%
Sensitive
50.32%
Communication Services
2.74%
Energy
31.75%
Industrials
15.83%
Information Technology
0.00%
Defensive
38.52%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
38.52%
Not Classified
0.82%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.82%
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