Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 97.76%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.24%
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Market Capitalization

As of September 30, 2025
Large 73.12%
Mid 17.22%
Small 9.66%
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Region Exposure

% Developed Markets: 96.23%    % Emerging Markets: 1.53%    % Unidentified Markets: 2.24%

Americas 59.45%
59.45%
Canada 4.49%
United States 54.95%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.86%
United Kingdom 0.00%
27.86%
France 6.89%
Germany 3.77%
Ireland 4.82%
Italy 3.29%
Netherlands 3.83%
Switzerland 1.76%
0.00%
0.00%
Greater Asia 10.45%
Japan 2.25%
0.00%
6.67%
Hong Kong 3.11%
Taiwan 3.56%
1.53%
India 1.53%
Unidentified Region 2.24%

Stock Sector Exposure

Cyclical
22.79%
Materials
0.00%
Consumer Discretionary
3.40%
Financials
19.39%
Real Estate
0.00%
Sensitive
65.46%
Communication Services
5.60%
Energy
0.00%
Industrials
29.10%
Information Technology
30.76%
Defensive
9.14%
Consumer Staples
0.24%
Health Care
7.71%
Utilities
1.18%
Not Classified
2.61%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.61%
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