Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.91%
Stock 97.70%
Bond 1.63%
Convertible 0.00%
Preferred 0.00%
Other -0.24%
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Market Capitalization

As of September 30, 2025
Large 75.01%
Mid 22.69%
Small 2.30%
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.43%

Americas 91.75%
91.75%
Canada 4.02%
United States 87.72%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.63%
United Kingdom 3.81%
2.82%
Ireland 2.82%
0.00%
0.00%
Greater Asia 1.19%
Japan 0.00%
1.19%
Australia 1.19%
0.00%
0.00%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
39.44%
Materials
14.43%
Consumer Discretionary
4.32%
Financials
19.44%
Real Estate
1.25%
Sensitive
31.44%
Communication Services
3.58%
Energy
11.38%
Industrials
10.13%
Information Technology
6.36%
Defensive
26.58%
Consumer Staples
6.59%
Health Care
16.02%
Utilities
3.97%
Not Classified
2.53%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.53%
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