Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.16%
Stock 99.70%
Bond 0.17%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of September 30, 2025
Large 83.78%
Mid 8.39%
Small 7.83%
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Region Exposure

% Developed Markets: 99.86%    % Emerging Markets: 0.06%    % Unidentified Markets: 0.08%

Americas 98.02%
97.90%
United States 97.90%
0.13%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.49%
United Kingdom 0.01%
1.49%
Ireland 1.01%
Netherlands 0.29%
Switzerland 0.18%
0.00%
0.00%
Greater Asia 0.40%
Japan 0.00%
0.12%
Australia 0.12%
0.22%
Singapore 0.22%
0.06%
Thailand 0.06%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
1.30%
Materials
0.00%
Consumer Discretionary
0.24%
Financials
1.06%
Real Estate
0.00%
Sensitive
98.42%
Communication Services
0.22%
Energy
0.00%
Industrials
1.68%
Information Technology
96.53%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.28%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.28%
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