Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.82%
Stock 99.48%
Bond 1.17%
Convertible 0.00%
Preferred 0.00%
Other -1.47%
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Market Capitalization

As of September 30, 2025
Large 91.56%
Mid 7.72%
Small 0.71%
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Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.74%    % Unidentified Markets: -0.70%

Americas 96.85%
96.11%
Canada 0.70%
United States 95.41%
0.74%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.05%
United Kingdom 1.00%
2.05%
Ireland 0.60%
Netherlands 1.45%
0.00%
0.00%
Greater Asia 0.80%
Japan 0.00%
0.07%
Australia 0.07%
0.73%
Singapore 0.73%
0.00%
Unidentified Region -0.70%

Stock Sector Exposure

Cyclical
15.72%
Materials
0.98%
Consumer Discretionary
13.80%
Financials
0.73%
Real Estate
0.20%
Sensitive
72.61%
Communication Services
15.04%
Energy
0.28%
Industrials
3.49%
Information Technology
53.79%
Defensive
9.72%
Consumer Staples
4.19%
Health Care
4.27%
Utilities
1.25%
Not Classified
1.96%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.96%
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