Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.69%
Stock 98.53%
Bond 0.79%
Convertible 0.00%
Preferred 0.00%
Other 1.36%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 0.42%
Mid 5.31%
Small 94.26%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.91%    % Emerging Markets: 0.42%    % Unidentified Markets: 0.67%

Americas 96.42%
95.53%
United States 95.53%
0.89%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.49%
United Kingdom 1.86%
0.63%
Ireland 0.35%
Sweden 0.28%
0.00%
0.00%
Greater Asia 0.42%
Japan 0.00%
0.00%
0.00%
0.42%
Thailand 0.42%
Unidentified Region 0.67%

Stock Sector Exposure

Cyclical
40.77%
Materials
5.47%
Consumer Discretionary
12.01%
Financials
16.73%
Real Estate
6.56%
Sensitive
40.96%
Communication Services
1.40%
Energy
3.94%
Industrials
22.22%
Information Technology
13.40%
Defensive
16.69%
Consumer Staples
4.72%
Health Care
8.51%
Utilities
3.46%
Not Classified
1.59%
Non Classified Equity
0.29%
Not Classified - Non Equity
1.30%
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