Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.48%
Stock 99.45%
Bond 0.28%
Convertible 0.00%
Preferred 0.00%
Other -0.21%
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Market Capitalization

As of September 30, 2025
Large 1.49%
Mid 6.84%
Small 91.67%
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Region Exposure

% Developed Markets: 98.51%    % Emerging Markets: 1.21%    % Unidentified Markets: 0.27%

Americas 95.79%
94.03%
Canada 0.76%
United States 93.27%
1.76%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.69%
United Kingdom 1.55%
0.78%
Denmark 0.18%
Ireland 0.59%
0.00%
0.36%
Israel 0.36%
Greater Asia 1.25%
Japan 0.00%
0.00%
0.04%
Singapore 0.04%
1.21%
Thailand 1.21%
Unidentified Region 0.27%

Stock Sector Exposure

Cyclical
25.57%
Materials
4.87%
Consumer Discretionary
12.72%
Financials
7.21%
Real Estate
0.76%
Sensitive
50.67%
Communication Services
1.44%
Energy
4.14%
Industrials
22.08%
Information Technology
23.02%
Defensive
22.25%
Consumer Staples
2.45%
Health Care
19.69%
Utilities
0.11%
Not Classified
1.51%
Non Classified Equity
0.75%
Not Classified - Non Equity
0.76%
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