Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.92%
Stock 97.08%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 58.93%
Mid 35.18%
Small 5.89%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.90%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.10%

Americas 57.64%
54.77%
Canada 2.70%
United States 52.07%
2.87%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.84%
United Kingdom 10.51%
23.33%
France 10.34%
Germany 1.48%
Ireland 4.98%
Switzerland 6.53%
0.00%
0.00%
Greater Asia 8.42%
Japan 1.53%
0.00%
6.89%
Taiwan 6.89%
0.00%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
20.97%
Materials
13.11%
Consumer Discretionary
4.92%
Financials
2.95%
Real Estate
0.00%
Sensitive
65.41%
Communication Services
0.00%
Energy
0.00%
Industrials
34.78%
Information Technology
30.63%
Defensive
13.62%
Consumer Staples
2.52%
Health Care
7.97%
Utilities
3.13%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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