Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.03%
Stock 99.90%
Bond 0.02%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of September 30, 2025
Large 92.90%
Mid 5.68%
Small 1.42%
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Region Exposure

% Developed Markets: 99.13%    % Emerging Markets: 0.80%    % Unidentified Markets: 0.07%

Americas 95.86%
95.06%
Canada 0.58%
United States 94.48%
0.80%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.84%
United Kingdom 0.49%
2.31%
Italy 0.73%
Netherlands 0.75%
0.00%
0.04%
Israel 0.04%
Greater Asia 1.23%
Japan 0.00%
0.00%
1.23%
Singapore 0.46%
Taiwan 0.77%
0.00%
Unidentified Region 0.07%

Stock Sector Exposure

Cyclical
20.97%
Materials
0.68%
Consumer Discretionary
14.75%
Financials
5.54%
Real Estate
0.00%
Sensitive
73.41%
Communication Services
14.66%
Energy
0.00%
Industrials
3.09%
Information Technology
55.66%
Defensive
5.50%
Consumer Staples
0.00%
Health Care
5.50%
Utilities
0.00%
Not Classified
0.11%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.11%
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