Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.11%
Stock 96.13%
Bond 2.78%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of September 30, 2025
Large 73.35%
Mid 23.11%
Small 3.53%
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Region Exposure

% Developed Markets: 98.87%    % Emerging Markets: 0.03%    % Unidentified Markets: 1.10%

Americas 94.59%
94.46%
Canada 0.04%
United States 94.43%
0.13%
Peru 0.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.21%
United Kingdom 0.44%
3.77%
Greece 0.00%
Ireland 3.27%
Netherlands 0.09%
Sweden 0.01%
Switzerland 0.38%
0.00%
0.00%
Israel 0.00%
Greater Asia 0.10%
Japan 0.00%
0.01%
Australia 0.01%
0.08%
Singapore 0.08%
0.00%
Thailand 0.00%
Unidentified Region 1.10%

Stock Sector Exposure

Cyclical
24.68%
Materials
1.90%
Consumer Discretionary
9.18%
Financials
13.16%
Real Estate
0.44%
Sensitive
41.51%
Communication Services
4.61%
Energy
7.17%
Industrials
11.07%
Information Technology
18.66%
Defensive
29.88%
Consumer Staples
10.89%
Health Care
14.67%
Utilities
4.32%
Not Classified
3.93%
Non Classified Equity
0.02%
Not Classified - Non Equity
3.91%
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