Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.38%
Stock 96.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 76.02%
Mid 14.55%
Small 9.43%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.00%    % Emerging Markets: 0.38%    % Unidentified Markets: 3.62%

Americas 77.27%
77.27%
Canada 3.65%
United States 73.61%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.67%
United Kingdom 2.25%
8.42%
Austria 0.32%
Denmark 0.08%
Finland 0.25%
Germany 1.19%
Ireland 3.91%
Netherlands 0.50%
Spain 0.45%
Sweden 0.12%
Switzerland 1.61%
0.00%
0.00%
Greater Asia 8.44%
Japan 1.70%
2.33%
Australia 1.76%
4.03%
Singapore 1.00%
South Korea 3.03%
0.38%
China 0.38%
Unidentified Region 3.62%

Stock Sector Exposure

Cyclical
19.98%
Materials
4.25%
Consumer Discretionary
12.27%
Financials
3.46%
Real Estate
0.00%
Sensitive
64.29%
Communication Services
10.09%
Energy
1.45%
Industrials
9.28%
Information Technology
43.48%
Defensive
15.73%
Consumer Staples
4.20%
Health Care
10.92%
Utilities
0.61%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
View Region Exposure
Start Trial

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