Asset Allocation

As of September 30, 2025.
Type % Net
Cash 9.08%
Stock 90.23%
Bond 0.30%
Convertible 0.00%
Preferred 0.70%
Other -0.32%
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Market Capitalization

As of September 30, 2025
Large 63.14%
Mid 13.95%
Small 22.91%
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Region Exposure

% Developed Markets: 99.24%    % Emerging Markets: 0.23%    % Unidentified Markets: 0.53%

Americas 85.03%
85.03%
United States 85.03%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.87%
United Kingdom 3.43%
10.44%
Denmark 1.51%
France 0.57%
Germany 0.18%
Ireland 0.33%
Netherlands 5.04%
Switzerland 2.80%
0.00%
0.00%
Greater Asia 0.57%
Japan 0.29%
0.00%
0.06%
Singapore 0.06%
0.23%
China 0.23%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
98.94%
Consumer Staples
0.00%
Health Care
98.94%
Utilities
0.00%
Not Classified
1.06%
Non Classified Equity
0.62%
Not Classified - Non Equity
0.44%
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