Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.91%
Stock 97.91%
Bond 1.21%
Convertible 0.00%
Preferred 0.00%
Other 1.80%
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Market Capitalization

As of September 30, 2025
Large 58.70%
Mid 25.56%
Small 15.75%
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Region Exposure

% Developed Markets: 99.24%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.76%

Americas 94.72%
94.45%
Canada 0.05%
United States 94.40%
0.28%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.51%
United Kingdom 1.24%
3.28%
Finland 0.01%
Ireland 2.47%
Netherlands 0.04%
Switzerland 0.72%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.76%

Stock Sector Exposure

Cyclical
38.41%
Materials
4.18%
Consumer Discretionary
7.96%
Financials
22.35%
Real Estate
3.92%
Sensitive
37.06%
Communication Services
8.35%
Energy
5.86%
Industrials
12.45%
Information Technology
10.40%
Defensive
22.38%
Consumer Staples
6.79%
Health Care
10.86%
Utilities
4.73%
Not Classified
2.15%
Non Classified Equity
0.21%
Not Classified - Non Equity
1.95%
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