Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.37%
Stock 97.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

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

% Developed Markets: 97.39%    % Emerging Markets: 0.32%    % Unidentified Markets: 2.29%

Americas 90.89%
90.57%
Canada 1.78%
United States 88.78%
0.32%
Brazil 0.32%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.75%
United Kingdom 2.38%
2.38%
France 0.20%
Ireland 0.54%
Netherlands 1.29%
Switzerland 0.35%
0.00%
0.00%
Greater Asia 2.07%
Japan 0.69%
0.00%
1.38%
Singapore 0.98%
Taiwan 0.40%
0.00%
Unidentified Region 2.29%

Stock Sector Exposure

Cyclical
26.92%
Materials
2.46%
Consumer Discretionary
10.75%
Financials
12.01%
Real Estate
1.71%
Sensitive
56.85%
Communication Services
8.00%
Energy
3.23%
Industrials
13.31%
Information Technology
32.30%
Defensive
13.86%
Consumer Staples
3.02%
Health Care
8.77%
Utilities
2.07%
Not Classified
2.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.37%
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