Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.18%
Stock 99.58%
Bond 0.21%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.18%

Americas 98.90%
97.58%
United States 97.58%
1.31%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.78%
United Kingdom 0.19%
0.50%
Ireland 0.47%
Switzerland 0.03%
0.00%
0.09%
Israel 0.09%
Greater Asia 0.14%
Japan 0.00%
0.00%
0.14%
Singapore 0.14%
0.00%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
44.64%
Materials
4.89%
Consumer Discretionary
13.00%
Financials
19.15%
Real Estate
7.60%
Sensitive
38.73%
Communication Services
2.95%
Energy
3.92%
Industrials
19.24%
Information Technology
12.60%
Defensive
15.69%
Consumer Staples
2.95%
Health Care
10.48%
Utilities
2.26%
Not Classified
0.94%
Non Classified Equity
0.57%
Not Classified - Non Equity
0.37%
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