Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 95.83%
Bond 0.00%
Convertible 0.00%
Preferred 0.23%
Other 3.94%
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Market Capitalization

As of September 30, 2025
Large 7.41%
Mid 44.24%
Small 48.35%
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Region Exposure

% Developed Markets: 95.83%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.17%

Americas 89.14%
88.75%
United States 88.75%
0.40%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.09%
United Kingdom 2.25%
3.44%
Denmark 0.76%
Germany 0.38%
Netherlands 0.70%
Switzerland 1.60%
0.00%
0.40%
Israel 0.40%
Greater Asia 0.60%
Japan 0.00%
0.60%
Australia 0.60%
0.00%
0.00%
Unidentified Region 4.17%

Stock Sector Exposure

Cyclical
30.06%
Materials
3.31%
Consumer Discretionary
18.31%
Financials
8.44%
Real Estate
0.00%
Sensitive
44.84%
Communication Services
4.98%
Energy
4.59%
Industrials
14.11%
Information Technology
21.16%
Defensive
22.31%
Consumer Staples
2.06%
Health Care
20.24%
Utilities
0.00%
Not Classified
2.79%
Non Classified Equity
0.76%
Not Classified - Non Equity
2.03%
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