Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.94%
Stock 97.77%
Bond 1.31%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of September 30, 2025
Large 9.57%
Mid 34.79%
Small 55.63%
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Region Exposure

% Developed Markets: 98.10%    % Emerging Markets: 1.06%    % Unidentified Markets: 0.84%

Americas 93.85%
91.77%
Canada 1.32%
United States 90.44%
2.09%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.31%
United Kingdom 2.90%
1.52%
Belgium 0.41%
Ireland 0.49%
Switzerland 0.62%
0.00%
0.88%
Israel 0.88%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.84%

Stock Sector Exposure

Cyclical
33.55%
Materials
4.39%
Consumer Discretionary
12.02%
Financials
14.43%
Real Estate
2.71%
Sensitive
41.97%
Communication Services
1.92%
Energy
1.34%
Industrials
22.26%
Information Technology
16.45%
Defensive
21.75%
Consumer Staples
7.74%
Health Care
11.99%
Utilities
2.02%
Not Classified
2.72%
Non Classified Equity
0.50%
Not Classified - Non Equity
2.23%
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