Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.31%
Stock 98.65%
Bond 0.04%
Convertible 0.00%
Preferred 0.09%
Other -0.09%
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Market Capitalization

As of September 30, 2025
Large 14.85%
Mid 56.55%
Small 28.60%
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Region Exposure

% Developed Markets: 99.38%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.62%

Americas 94.65%
94.01%
Canada 0.13%
United States 93.88%
0.64%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.40%
United Kingdom 0.54%
2.73%
Belgium 0.00%
Denmark 0.01%
Finland 0.01%
France 0.03%
Germany 0.02%
Ireland 1.19%
Netherlands 0.01%
Norway 0.01%
Spain 0.01%
Sweden 0.05%
Switzerland 1.40%
0.00%
1.13%
Israel 1.12%
United Arab Emirates 0.02%
Greater Asia 0.33%
Japan 0.00%
0.31%
Australia 0.31%
0.02%
Singapore 0.02%
0.00%
Unidentified Region 0.62%

Stock Sector Exposure

Cyclical
33.43%
Materials
1.01%
Consumer Discretionary
20.10%
Financials
10.76%
Real Estate
1.56%
Sensitive
44.34%
Communication Services
6.14%
Energy
3.03%
Industrials
17.26%
Information Technology
17.90%
Defensive
20.81%
Consumer Staples
1.80%
Health Care
16.00%
Utilities
3.01%
Not Classified
1.42%
Non Classified Equity
0.09%
Not Classified - Non Equity
1.34%
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