Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.57%
Stock 98.77%
Bond 0.97%
Convertible 0.00%
Preferred 0.00%
Other -0.30%
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Market Capitalization

As of September 30, 2025
Large 25.98%
Mid 32.21%
Small 41.81%
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Region Exposure

% Developed Markets: 98.13%    % Emerging Markets: 1.72%    % Unidentified Markets: 0.15%

Americas 62.38%
62.38%
Canada 1.55%
United States 60.83%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.76%
United Kingdom 8.98%
4.79%
France 1.96%
Germany 2.24%
Spain 0.59%
0.00%
0.00%
Greater Asia 23.71%
Japan 10.16%
9.83%
Australia 9.83%
3.72%
Hong Kong 3.04%
Singapore 0.68%
0.00%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
95.36%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.36%
Real Estate
95.00%
Sensitive
1.15%
Communication Services
1.15%
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
3.48%
Non Classified Equity
1.96%
Not Classified - Non Equity
1.53%
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