Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.07%
Stock 100.2%
Bond 0.08%
Convertible 0.00%
Preferred 0.00%
Other -0.35%
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Market Capitalization

As of September 30, 2025
Large 91.93%
Mid 7.75%
Small 0.32%
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Region Exposure

% Developed Markets: 100.3%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.30%

Americas 90.67%
90.67%
Canada 0.66%
United States 90.00%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.32%
United Kingdom 0.00%
7.32%
Ireland 0.57%
Italy 1.89%
Netherlands 2.57%
0.00%
0.00%
Greater Asia 2.31%
Japan 0.00%
0.00%
2.31%
Taiwan 2.31%
0.00%
Unidentified Region -0.30%

Stock Sector Exposure

Cyclical
24.38%
Materials
0.36%
Consumer Discretionary
15.25%
Financials
8.77%
Real Estate
0.00%
Sensitive
69.03%
Communication Services
11.92%
Energy
0.00%
Industrials
4.28%
Information Technology
52.83%
Defensive
5.82%
Consumer Staples
0.00%
Health Care
5.82%
Utilities
0.00%
Not Classified
0.77%
Non Classified Equity
0.63%
Not Classified - Non Equity
0.14%
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