Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.17%
Stock 98.76%
Bond 0.03%
Convertible 0.00%
Preferred 0.08%
Other -0.05%
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Market Capitalization

As of September 30, 2025
Large 79.01%
Mid 15.21%
Small 5.78%
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Region Exposure

% Developed Markets: 99.31%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.69%

Americas 95.48%
95.47%
Canada 0.67%
United States 94.80%
0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.60%
United Kingdom 0.62%
1.97%
Belgium 0.00%
Denmark 0.01%
Finland 0.00%
France 0.03%
Germany 0.01%
Ireland 0.56%
Netherlands 0.00%
Norway 0.02%
Spain 0.00%
Sweden 0.04%
Switzerland 0.49%
0.00%
0.01%
United Arab Emirates 0.01%
Greater Asia 1.23%
Japan 0.00%
0.39%
Australia 0.39%
0.83%
Singapore 0.01%
Taiwan 0.82%
0.00%
Unidentified Region 0.69%

Stock Sector Exposure

Cyclical
24.85%
Materials
0.38%
Consumer Discretionary
15.54%
Financials
8.00%
Real Estate
0.93%
Sensitive
64.70%
Communication Services
12.39%
Energy
2.25%
Industrials
6.96%
Information Technology
43.10%
Defensive
9.02%
Consumer Staples
0.47%
Health Care
7.77%
Utilities
0.78%
Not Classified
1.42%
Non Classified Equity
0.22%
Not Classified - Non Equity
1.20%
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