Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.26%
Stock 99.50%
Bond 0.28%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of September 30, 2025
Large 73.84%
Mid 15.32%
Small 10.84%
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Region Exposure

% Developed Markets: 99.66%    % Emerging Markets: 0.20%    % Unidentified Markets: 0.14%

Americas 97.35%
96.98%
Canada 0.03%
United States 96.95%
0.37%
Colombia 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.37%
United Kingdom 0.55%
1.83%
Ireland 1.41%
Netherlands 0.10%
Sweden 0.01%
Switzerland 0.30%
0.00%
0.00%
Greater Asia 0.14%
Japan 0.00%
0.04%
Australia 0.04%
0.08%
Singapore 0.08%
0.02%
Thailand 0.02%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
28.76%
Materials
2.11%
Consumer Discretionary
10.88%
Financials
13.63%
Real Estate
2.13%
Sensitive
54.77%
Communication Services
9.73%
Energy
2.90%
Industrials
8.99%
Information Technology
33.16%
Defensive
15.89%
Consumer Staples
4.57%
Health Care
9.00%
Utilities
2.32%
Not Classified
0.58%
Non Classified Equity
0.11%
Not Classified - Non Equity
0.47%
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