Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.95%
Stock 96.70%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other 0.35%
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Market Capitalization

As of September 30, 2025
Large 82.76%
Mid 12.94%
Small 4.30%
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Region Exposure

% Developed Markets: 96.59%    % Emerging Markets: 0.19%    % Unidentified Markets: 3.22%

Americas 90.39%
90.36%
Canada 2.44%
United States 87.93%
0.02%
Brazil 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.21%
United Kingdom 1.00%
4.20%
Germany 0.03%
Ireland 2.78%
Netherlands 0.96%
Norway 0.01%
Switzerland 0.43%
0.00%
0.00%
Greater Asia 1.19%
Japan 0.10%
0.03%
Australia 0.03%
0.88%
Hong Kong 0.05%
Singapore 0.12%
South Korea 0.09%
Taiwan 0.61%
0.18%
China 0.18%
Unidentified Region 3.22%

Stock Sector Exposure

Cyclical
31.05%
Materials
2.13%
Consumer Discretionary
9.33%
Financials
17.93%
Real Estate
1.66%
Sensitive
55.76%
Communication Services
7.78%
Energy
3.61%
Industrials
12.63%
Information Technology
31.74%
Defensive
12.79%
Consumer Staples
4.13%
Health Care
6.77%
Utilities
1.89%
Not Classified
0.40%
Non Classified Equity
0.06%
Not Classified - Non Equity
0.34%
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