Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.02%
Stock 99.67%
Bond 0.48%
Convertible 0.00%
Preferred 0.00%
Other -0.12%
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Market Capitalization

As of September 30, 2025
Large 66.83%
Mid 16.14%
Small 17.03%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.15%

Americas 95.93%
95.93%
Canada 3.63%
United States 92.30%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.22%
United Kingdom 1.28%
2.93%
Netherlands 1.26%
Switzerland 1.67%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
40.29%
Materials
3.49%
Consumer Discretionary
14.88%
Financials
21.92%
Real Estate
0.00%
Sensitive
46.14%
Communication Services
9.34%
Energy
1.06%
Industrials
12.23%
Information Technology
23.51%
Defensive
13.11%
Consumer Staples
4.99%
Health Care
5.36%
Utilities
2.76%
Not Classified
0.46%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.46%
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