Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.02%
Stock 99.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.39%
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Market Capitalization

As of September 30, 2025
Large 94.71%
Mid 5.08%
Small 0.22%
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Region Exposure

% Developed Markets: 99.54%    % Emerging Markets: 0.85%    % Unidentified Markets: -0.39%

Americas 96.98%
96.14%
Canada 1.32%
United States 94.82%
0.85%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.02%
United Kingdom 0.00%
2.02%
Germany 0.43%
Spain 0.52%
0.00%
0.00%
Greater Asia 1.38%
Japan 0.00%
0.00%
1.38%
Taiwan 1.38%
0.00%
Unidentified Region -0.39%

Stock Sector Exposure

Cyclical
21.63%
Materials
0.00%
Consumer Discretionary
15.87%
Financials
5.76%
Real Estate
0.00%
Sensitive
67.63%
Communication Services
17.29%
Energy
0.00%
Industrials
5.44%
Information Technology
44.90%
Defensive
10.74%
Consumer Staples
2.98%
Health Care
6.27%
Utilities
1.49%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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