Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.95%
Stock 96.39%
Bond 1.72%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of September 30, 2025
Large 3.80%
Mid 14.05%
Small 82.16%
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Region Exposure

% Developed Markets: 96.80%    % Emerging Markets: 1.20%    % Unidentified Markets: 2.00%

Americas 93.61%
93.11%
Canada 2.47%
United States 90.64%
0.50%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.18%
United Kingdom 1.55%
0.46%
Finland 0.41%
France 0.05%
0.00%
1.17%
Israel 1.17%
Greater Asia 1.20%
Japan 0.00%
0.00%
0.00%
1.20%
Kazakhstan 0.39%
Thailand 0.81%
Unidentified Region 2.00%

Stock Sector Exposure

Cyclical
21.72%
Materials
1.73%
Consumer Discretionary
10.29%
Financials
9.70%
Real Estate
0.00%
Sensitive
51.09%
Communication Services
2.88%
Energy
1.69%
Industrials
20.76%
Information Technology
25.76%
Defensive
22.28%
Consumer Staples
2.00%
Health Care
18.03%
Utilities
2.25%
Not Classified
4.91%
Non Classified Equity
1.25%
Not Classified - Non Equity
3.66%
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