Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.47%
Stock 99.02%
Bond 0.56%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of September 30, 2025
Large 95.93%
Mid 4.07%
Small 0.00%
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Region Exposure

% Developed Markets: 99.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.32%

Americas 99.68%
99.68%
United States 99.68%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
44.73%
Materials
4.54%
Consumer Discretionary
13.10%
Financials
27.09%
Real Estate
0.00%
Sensitive
38.30%
Communication Services
2.08%
Energy
2.04%
Industrials
13.89%
Information Technology
20.30%
Defensive
16.02%
Consumer Staples
4.24%
Health Care
11.78%
Utilities
0.00%
Not Classified
0.94%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.94%
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