Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.06%
Stock 97.51%
Bond 2.49%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of September 30, 2025
Large 59.45%
Mid 17.49%
Small 23.07%
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Region Exposure

% Developed Markets: 99.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.06%

Americas 85.01%
85.01%
Canada 0.26%
United States 84.75%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.71%
United Kingdom 5.97%
5.74%
France 0.06%
Germany 3.37%
Netherlands 0.76%
Sweden 0.41%
Switzerland 1.14%
0.00%
0.00%
Greater Asia 3.22%
Japan 2.56%
0.00%
0.67%
Singapore 0.67%
0.00%
Unidentified Region 0.06%

Stock Sector Exposure

Cyclical
22.52%
Materials
1.99%
Consumer Discretionary
8.73%
Financials
11.79%
Real Estate
0.01%
Sensitive
51.67%
Communication Services
3.70%
Energy
2.34%
Industrials
21.99%
Information Technology
23.65%
Defensive
23.34%
Consumer Staples
1.68%
Health Care
21.66%
Utilities
0.00%
Not Classified
2.47%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.47%
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