Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.31%
Stock 99.42%
Bond 0.28%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 0.29%
Mid 0.38%
Small 99.34%
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Region Exposure

% Developed Markets: 99.70%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.30%

Americas 96.31%
95.68%
Canada 0.17%
United States 95.50%
0.64%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.39%
United Kingdom 1.81%
1.58%
France 0.40%
Ireland 0.76%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.30%

Stock Sector Exposure

Cyclical
57.45%
Materials
6.21%
Consumer Discretionary
11.92%
Financials
29.48%
Real Estate
9.84%
Sensitive
29.90%
Communication Services
0.00%
Energy
6.74%
Industrials
14.33%
Information Technology
8.84%
Defensive
12.08%
Consumer Staples
1.41%
Health Care
6.10%
Utilities
4.57%
Not Classified
0.57%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.57%
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