Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.88%
Stock 99.09%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.97%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 48.60%
Mid 28.82%
Small 22.58%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.24%    % Emerging Markets: 1.21%    % Unidentified Markets: -0.45%

Americas 78.18%
76.92%
Canada 22.95%
United States 53.97%
1.26%
Brazil 0.47%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.76%
United Kingdom 5.78%
7.26%
Belgium 0.25%
Denmark 0.22%
Finland 0.09%
France 2.78%
Germany 0.98%
Ireland 0.08%
Italy 0.45%
Netherlands 0.16%
Norway 0.71%
Portugal 0.46%
Spain 0.38%
Sweden 0.24%
Switzerland 0.46%
0.00%
0.71%
Israel 0.06%
South Africa 0.15%
United Arab Emirates 0.50%
Greater Asia 8.51%
Japan 3.23%
2.91%
Australia 2.91%
2.06%
Hong Kong 0.88%
Singapore 0.92%
South Korea 0.26%
0.31%
China 0.31%
Unidentified Region -0.45%

Stock Sector Exposure

Cyclical
52.87%
Materials
17.76%
Consumer Discretionary
1.03%
Financials
1.11%
Real Estate
32.97%
Sensitive
38.85%
Communication Services
0.81%
Energy
34.81%
Industrials
2.16%
Information Technology
1.06%
Defensive
7.01%
Consumer Staples
0.09%
Health Care
0.60%
Utilities
6.32%
Not Classified
1.27%
Non Classified Equity
1.27%
Not Classified - Non Equity
0.00%
As of September 30, 2025
View Region Exposure
Start Trial

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