Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.25%
Stock 99.39%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other 0.35%
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Market Capitalization

As of September 30, 2025
Large 84.78%
Mid 15.12%
Small 0.09%
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Region Exposure

% Developed Markets: 99.51%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.49%

Americas 92.25%
92.25%
Canada 0.02%
United States 92.23%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.25%
United Kingdom 0.01%
7.24%
Belgium 0.00%
Denmark 0.00%
Finland 0.00%
France 0.01%
Germany 0.00%
Ireland 4.12%
Netherlands 3.09%
Norway 0.00%
Spain 0.00%
Sweden 0.01%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 0.01%
Japan 0.00%
0.01%
Australia 0.01%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 0.49%

Stock Sector Exposure

Cyclical
30.08%
Materials
1.88%
Consumer Discretionary
11.61%
Financials
15.98%
Real Estate
0.60%
Sensitive
54.87%
Communication Services
9.68%
Energy
2.62%
Industrials
7.51%
Information Technology
35.05%
Defensive
14.81%
Consumer Staples
3.31%
Health Care
8.22%
Utilities
3.28%
Not Classified
0.23%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.23%
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