Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.96%
Stock 97.49%
Bond 1.55%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of September 30, 2025
Large 26.23%
Mid 24.56%
Small 49.21%
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Region Exposure

% Developed Markets: 99.11%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.89%

Americas 89.97%
89.97%
United States 89.97%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.14%
United Kingdom 1.60%
7.54%
Ireland 6.57%
Switzerland 0.97%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.89%

Stock Sector Exposure

Cyclical
20.43%
Materials
4.97%
Consumer Discretionary
2.28%
Financials
12.02%
Real Estate
1.15%
Sensitive
65.83%
Communication Services
5.78%
Energy
2.60%
Industrials
49.33%
Information Technology
8.12%
Defensive
11.23%
Consumer Staples
6.55%
Health Care
3.60%
Utilities
1.08%
Not Classified
2.51%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.51%
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