Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.50%
Stock 99.57%
Bond 1.82%
Convertible 0.00%
Preferred 0.00%
Other -2.90%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 101.7%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.70%

Americas 97.34%
97.23%
United States 97.23%
0.12%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.70%
United Kingdom 0.73%
2.97%
Ireland 2.19%
Netherlands 0.58%
Switzerland 0.20%
0.00%
0.00%
Greater Asia 0.66%
Japan 0.00%
0.00%
0.66%
Singapore 0.66%
0.00%
Unidentified Region -1.70%

Stock Sector Exposure

Cyclical
28.34%
Materials
1.77%
Consumer Discretionary
11.33%
Financials
13.50%
Real Estate
1.74%
Sensitive
53.89%
Communication Services
9.86%
Energy
2.81%
Industrials
7.70%
Information Technology
33.51%
Defensive
14.78%
Consumer Staples
3.82%
Health Care
8.64%
Utilities
2.31%
Not Classified
3.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.00%
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