Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.02%
Stock 97.61%
Bond 2.37%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 83.26%
Mid 15.96%
Small 0.78%
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Region Exposure

% Developed Markets: 92.88%    % Emerging Markets: 7.12%    % Unidentified Markets: 0.00%

Americas 67.26%
65.61%
Canada 0.80%
United States 64.82%
1.64%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.79%
United Kingdom 2.48%
15.31%
France 0.93%
Ireland 5.70%
Italy 4.98%
Spain 3.71%
0.00%
0.00%
Greater Asia 14.95%
Japan 4.09%
0.00%
5.38%
Taiwan 5.38%
5.48%
China 5.48%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
52.86%
Materials
5.79%
Consumer Discretionary
18.02%
Financials
25.88%
Real Estate
3.18%
Sensitive
44.13%
Communication Services
11.74%
Energy
1.67%
Industrials
7.38%
Information Technology
23.34%
Defensive
0.61%
Consumer Staples
0.61%
Health Care
0.00%
Utilities
0.00%
Not Classified
2.39%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.39%
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