Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.37%
Stock 99.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.11%
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Market Capitalization

As of September 30, 2025
Large 55.65%
Mid 22.46%
Small 21.89%
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Region Exposure

% Developed Markets: 98.89%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.11%

Americas 92.29%
92.29%
Canada 1.81%
United States 90.49%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.14%
United Kingdom 0.57%
1.48%
Belgium 0.99%
Switzerland 0.49%
0.00%
1.09%
Israel 1.09%
Greater Asia 3.46%
Japan 0.00%
0.00%
3.46%
South Korea 1.39%
Taiwan 2.06%
0.00%
Unidentified Region 1.11%

Stock Sector Exposure

Cyclical
32.97%
Materials
0.00%
Consumer Discretionary
19.77%
Financials
9.55%
Real Estate
3.65%
Sensitive
46.43%
Communication Services
11.30%
Energy
4.64%
Industrials
4.61%
Information Technology
25.87%
Defensive
19.99%
Consumer Staples
3.07%
Health Care
16.93%
Utilities
0.00%
Not Classified
0.61%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.61%
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