Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.33%
Stock 97.09%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.58%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 0.53%
Mid 4.61%
Small 94.86%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.11%    % Emerging Markets: 0.98%    % Unidentified Markets: 2.91%

Americas 91.06%
86.83%
Canada 1.49%
United States 85.34%
4.23%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.05%
United Kingdom 1.91%
0.00%
0.00%
3.14%
Israel 3.14%
Greater Asia 0.98%
Japan 0.00%
0.00%
0.00%
0.98%
Thailand 0.98%
Unidentified Region 2.91%

Stock Sector Exposure

Cyclical
56.02%
Materials
5.81%
Consumer Discretionary
8.47%
Financials
32.46%
Real Estate
9.28%
Sensitive
29.59%
Communication Services
0.00%
Energy
6.50%
Industrials
13.19%
Information Technology
9.89%
Defensive
14.39%
Consumer Staples
4.73%
Health Care
5.24%
Utilities
4.42%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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