Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.47%
Stock 95.93%
Bond 2.51%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of September 30, 2025
Large 50.61%
Mid 34.83%
Small 14.56%
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Region Exposure

% Developed Markets: 98.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.26%

Americas 84.86%
84.01%
Canada 0.38%
United States 83.63%
0.86%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.30%
United Kingdom 5.47%
6.82%
Belgium 0.10%
France 0.09%
Germany 1.64%
Ireland 1.97%
Netherlands 2.24%
Sweden 0.53%
Switzerland 0.25%
0.00%
0.00%
Greater Asia 1.57%
Japan 0.00%
0.00%
1.57%
South Korea 1.57%
0.00%
Unidentified Region 1.26%

Stock Sector Exposure

Cyclical
37.55%
Materials
5.82%
Consumer Discretionary
4.00%
Financials
24.86%
Real Estate
2.87%
Sensitive
34.72%
Communication Services
7.10%
Energy
7.92%
Industrials
8.96%
Information Technology
10.74%
Defensive
23.75%
Consumer Staples
4.70%
Health Care
14.14%
Utilities
4.92%
Not Classified
3.98%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.98%
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