Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.35%
Stock 99.05%
Bond 0.31%
Convertible 0.00%
Preferred 0.07%
Other 0.22%
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Market Capitalization

As of September 30, 2025
Large 81.95%
Mid 14.99%
Small 3.07%
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Region Exposure

% Developed Markets: 99.29%    % Emerging Markets: 0.28%    % Unidentified Markets: 0.43%

Americas 73.84%
73.63%
Canada 3.08%
United States 70.55%
0.21%
Mexico 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.33%
United Kingdom 3.93%
13.14%
Austria 0.08%
Belgium 0.22%
Denmark 0.45%
Finland 0.27%
France 2.28%
Germany 2.22%
Ireland 1.20%
Italy 0.77%
Netherlands 1.42%
Norway 0.16%
Portugal 0.04%
Spain 0.80%
Sweden 0.80%
Switzerland 2.40%
0.10%
Poland 0.10%
0.17%
Israel 0.17%
Greater Asia 8.40%
Japan 5.81%
1.73%
Australia 1.69%
0.84%
Hong Kong 0.45%
Singapore 0.38%
0.02%
China 0.02%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
32.09%
Materials
3.15%
Consumer Discretionary
10.31%
Financials
16.90%
Real Estate
1.73%
Sensitive
50.27%
Communication Services
8.55%
Energy
3.40%
Industrials
10.79%
Information Technology
27.52%
Defensive
16.94%
Consumer Staples
5.31%
Health Care
9.08%
Utilities
2.55%
Not Classified
0.69%
Non Classified Equity
0.17%
Not Classified - Non Equity
0.53%
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