Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.32%
Stock 88.51%
Bond 5.49%
Convertible 0.00%
Preferred 0.00%
Other 4.69%
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Market Capitalization

As of September 30, 2025
Large 0.00%
Mid 12.68%
Small 87.32%
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Region Exposure

% Developed Markets: 94.51%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.49%

Americas 90.57%
85.88%
Canada 0.27%
United States 85.61%
4.69%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.94%
United Kingdom 0.00%
3.94%
Ireland 3.94%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 5.49%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
40.50%
Materials
5.93%
Consumer Discretionary
7.32%
Financials
23.27%
Real Estate
3.99%
Sensitive
41.10%
Communication Services
0.00%
Energy
0.00%
Industrials
28.72%
Information Technology
12.39%
Defensive
18.40%
Consumer Staples
0.00%
Health Care
18.40%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 0.00%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 100.0%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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