Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.36%
Stock 99.15%
Bond 0.48%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of September 30, 2025
Large 0.67%
Mid 5.37%
Small 93.97%
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Region Exposure

% Developed Markets: 99.33%    % Emerging Markets: 0.38%    % Unidentified Markets: 0.29%

Americas 96.91%
94.26%
Canada 0.03%
United States 94.23%
2.65%
Colombia 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.61%
United Kingdom 1.11%
1.24%
Finland 0.05%
Ireland 0.80%
Italy 0.02%
Netherlands 0.19%
Sweden 0.00%
Switzerland 0.07%
0.00%
0.27%
Israel 0.27%
Greater Asia 0.20%
Japan 0.00%
0.01%
Australia 0.01%
0.04%
Singapore 0.04%
0.14%
India 0.04%
Thailand 0.10%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
43.22%
Materials
2.71%
Consumer Discretionary
14.49%
Financials
23.89%
Real Estate
2.13%
Sensitive
37.78%
Communication Services
3.20%
Energy
1.91%
Industrials
19.11%
Information Technology
13.57%
Defensive
17.80%
Consumer Staples
5.36%
Health Care
11.28%
Utilities
1.16%
Not Classified
1.20%
Non Classified Equity
0.38%
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