Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.04%
Stock 98.43%
Bond 0.00%
Convertible 0.00%
Preferred 1.53%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 81.73%
Mid 10.98%
Small 7.29%
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Region Exposure

% Developed Markets: 97.60%    % Emerging Markets: 0.83%    % Unidentified Markets: 1.56%

Americas 85.60%
85.01%
Canada 1.62%
United States 83.40%
0.59%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.81%
United Kingdom 0.00%
6.81%
France 0.42%
Ireland 0.71%
Netherlands 4.30%
0.00%
0.00%
Greater Asia 6.03%
Japan 0.00%
0.00%
5.78%
Singapore 2.22%
Taiwan 3.56%
0.25%
China 0.25%
Unidentified Region 1.56%

Stock Sector Exposure

Cyclical
15.81%
Materials
0.79%
Consumer Discretionary
12.55%
Financials
2.48%
Real Estate
0.00%
Sensitive
73.04%
Communication Services
15.85%
Energy
0.51%
Industrials
5.07%
Information Technology
51.61%
Defensive
9.59%
Consumer Staples
0.00%
Health Care
4.21%
Utilities
5.38%
Not Classified
1.56%
Non Classified Equity
1.56%
Not Classified - Non Equity
0.00%
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