Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.31%
Stock 97.50%
Bond 0.57%
Convertible 0.00%
Preferred 0.37%
Other 0.26%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 16.70%
Mid 40.23%
Small 43.07%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.11%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.89%

Americas 96.02%
96.02%
Canada 3.40%
United States 92.62%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.09%
United Kingdom 0.04%
3.05%
Netherlands 1.04%
Switzerland 2.01%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.89%

Stock Sector Exposure

Cyclical
27.97%
Materials
0.00%
Consumer Discretionary
20.45%
Financials
7.52%
Real Estate
0.00%
Sensitive
53.56%
Communication Services
10.84%
Energy
3.38%
Industrials
15.35%
Information Technology
23.99%
Defensive
15.81%
Consumer Staples
1.00%
Health Care
11.61%
Utilities
3.21%
Not Classified
2.65%
Non Classified Equity
1.74%
Not Classified - Non Equity
0.91%
As of September 30, 2025
View Region Exposure
Start Trial

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