Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.15%
Stock 97.90%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other -0.11%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 6.59%
Mid 52.41%
Small 41.00%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.16%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.84%

Americas 96.59%
95.54%
Canada 0.19%
United States 95.35%
1.05%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.38%
United Kingdom 0.26%
1.75%
Belgium 0.00%
Denmark 0.01%
Finland 0.01%
France 0.06%
Germany 0.01%
Ireland 1.10%
Netherlands 0.01%
Norway 0.03%
Spain 0.01%
Sweden 0.07%
Switzerland 0.44%
0.00%
0.37%
Israel 0.35%
United Arab Emirates 0.02%
Greater Asia 0.19%
Japan 0.01%
0.16%
Australia 0.16%
0.01%
Singapore 0.01%
0.00%
Unidentified Region 0.84%

Stock Sector Exposure

Cyclical
40.59%
Materials
5.42%
Consumer Discretionary
12.28%
Financials
16.75%
Real Estate
6.14%
Sensitive
35.03%
Communication Services
3.55%
Energy
5.83%
Industrials
15.06%
Information Technology
10.59%
Defensive
22.19%
Consumer Staples
4.01%
Health Care
11.82%
Utilities
6.37%
Not Classified
2.19%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.19%
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