Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.78%
Stock 98.19%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of September 30, 2025
Large 26.08%
Mid 32.18%
Small 41.74%
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Region Exposure

% Developed Markets: 98.26%    % Emerging Markets: 1.71%    % Unidentified Markets: 0.03%

Americas 62.86%
62.86%
Canada 3.13%
United States 59.72%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.46%
United Kingdom 8.78%
4.68%
France 1.97%
Germany 2.12%
Spain 0.59%
0.00%
0.00%
Greater Asia 23.65%
Japan 10.15%
9.78%
Australia 9.78%
3.72%
Hong Kong 3.04%
Singapore 0.67%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
96.82%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.37%
Real Estate
96.45%
Sensitive
1.17%
Communication Services
1.17%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
2.01%
Non Classified Equity
2.01%
Not Classified - Non Equity
0.00%
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