Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 93.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 6.74%
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Market Capitalization

As of September 30, 2025
Large 85.54%
Mid 9.84%
Small 4.62%
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Region Exposure

% Developed Markets: 91.37%    % Emerging Markets: 1.89%    % Unidentified Markets: 6.74%

Americas 70.05%
68.49%
Canada 1.21%
United States 67.28%
1.56%
Brazil 0.66%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.25%
United Kingdom 1.20%
10.34%
Germany 3.20%
Ireland 0.42%
Netherlands 6.49%
0.00%
0.72%
Israel 0.72%
Greater Asia 10.95%
Japan 1.29%
0.00%
8.90%
Hong Kong 0.70%
Singapore 0.88%
South Korea 1.15%
Taiwan 6.17%
0.76%
China 0.76%
Unidentified Region 6.74%

Stock Sector Exposure

Cyclical
9.56%
Materials
0.00%
Consumer Discretionary
4.30%
Financials
5.26%
Real Estate
0.00%
Sensitive
90.44%
Communication Services
2.30%
Energy
0.00%
Industrials
0.05%
Information Technology
88.09%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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