Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.38%
Stock 94.19%
Bond 3.05%
Convertible 0.00%
Preferred 0.00%
Other 0.37%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.02%    % Emerging Markets: 0.52%    % Unidentified Markets: 2.46%

Americas 91.88%
90.77%
Canada 6.19%
United States 84.58%
1.11%
Brazil 0.01%
Colombia 0.02%
Mexico 0.00%
Peru 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.55%
United Kingdom 1.31%
1.94%
Belgium 0.12%
Denmark 0.01%
Finland 0.09%
France 0.03%
Germany 0.04%
Ireland 1.13%
Netherlands 0.06%
Norway 0.01%
Spain 0.00%
Sweden 0.24%
Switzerland 0.17%
0.00%
Poland 0.00%
Turkey 0.00%
1.29%
Israel 0.99%
Nigeria 0.14%
Saudi Arabia 0.00%
South Africa 0.00%
Greater Asia 1.10%
Japan 0.02%
0.63%
Australia 0.63%
0.28%
Hong Kong 0.27%
South Korea 0.01%
0.18%
China 0.01%
Indonesia 0.00%
Kazakhstan 0.00%
Thailand 0.16%
Unidentified Region 2.46%

Stock Sector Exposure

Cyclical
38.01%
Materials
8.67%
Consumer Discretionary
11.41%
Financials
14.77%
Real Estate
3.15%
Sensitive
44.05%
Communication Services
2.55%
Energy
5.63%
Industrials
21.87%
Information Technology
14.00%
Defensive
14.20%
Consumer Staples
2.17%
Health Care
9.85%
Utilities
2.18%
Not Classified
3.75%
Non Classified Equity
0.42%
Not Classified - Non Equity
3.32%
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