Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.16%
Stock 99.60%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of September 30, 2025
Large 0.03%
Mid 0.47%
Small 99.50%
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Region Exposure

% Developed Markets: 99.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.18%

Americas 98.78%
97.58%
United States 97.58%
1.20%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.90%
United Kingdom 0.25%
0.50%
Ireland 0.47%
Switzerland 0.03%
0.00%
0.15%
Israel 0.15%
Greater Asia 0.15%
Japan 0.00%
0.00%
0.15%
Singapore 0.15%
0.00%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
44.57%
Materials
4.87%
Consumer Discretionary
13.40%
Financials
19.04%
Real Estate
7.26%
Sensitive
39.89%
Communication Services
2.89%
Energy
4.38%
Industrials
17.71%
Information Technology
14.90%
Defensive
15.17%
Consumer Staples
2.55%
Health Care
10.55%
Utilities
2.07%
Not Classified
0.38%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.38%
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