Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.25%
Stock 97.70%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of September 30, 2025
Large 79.89%
Mid 17.83%
Small 2.28%
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Region Exposure

% Developed Markets: 98.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.06%

Americas 91.04%
91.02%
Canada 0.18%
United States 90.84%
0.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.76%
United Kingdom 1.32%
5.41%
Belgium 0.00%
Denmark 0.01%
Finland 0.01%
France 0.06%
Germany 0.01%
Ireland 3.48%
Netherlands 1.73%
Norway 0.03%
Spain 0.01%
Sweden 0.07%
0.00%
0.02%
United Arab Emirates 0.02%
Greater Asia 1.14%
Japan 0.01%
0.08%
Australia 0.08%
1.05%
Singapore 0.01%
Taiwan 1.04%
0.00%
Unidentified Region 1.06%

Stock Sector Exposure

Cyclical
32.15%
Materials
2.16%
Consumer Discretionary
12.68%
Financials
15.08%
Real Estate
2.22%
Sensitive
50.33%
Communication Services
8.91%
Energy
0.00%
Industrials
6.23%
Information Technology
35.18%
Defensive
15.36%
Consumer Staples
2.68%
Health Care
10.82%
Utilities
1.86%
Not Classified
2.16%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.16%
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