Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.23%
Stock 99.42%
Bond 0.31%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of September 30, 2025
Large 71.55%
Mid 21.83%
Small 6.62%
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Region Exposure

% Developed Markets: 99.81%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.19%

Americas 96.01%
95.96%
Canada 0.04%
United States 95.91%
0.05%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.61%
United Kingdom 1.00%
2.61%
Ireland 1.93%
Netherlands 0.13%
Switzerland 0.55%
0.00%
0.00%
Greater Asia 0.19%
Japan 0.00%
0.00%
0.19%
Singapore 0.19%
0.00%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
31.43%
Materials
3.38%
Consumer Discretionary
8.67%
Financials
16.59%
Real Estate
2.80%
Sensitive
43.44%
Communication Services
3.79%
Energy
5.87%
Industrials
8.21%
Information Technology
25.56%
Defensive
24.49%
Consumer Staples
6.80%
Health Care
13.82%
Utilities
3.87%
Not Classified
0.64%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.50%
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