Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.98%
Stock 96.24%
Bond 0.57%
Convertible 0.00%
Preferred 0.00%
Other 2.22%
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Market Capitalization

As of September 30, 2025
Large 51.94%
Mid 25.59%
Small 22.47%
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Region Exposure

% Developed Markets: 96.81%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.19%

Americas 92.82%
88.50%
Canada 0.03%
United States 88.47%
4.31%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.99%
United Kingdom 0.91%
2.87%
Austria 0.39%
Switzerland 2.48%
0.00%
0.21%
Israel 0.21%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.19%

Stock Sector Exposure

Cyclical
97.88%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
97.63%
Real Estate
0.25%
Sensitive
0.54%
Communication Services
0.20%
Energy
0.00%
Industrials
0.34%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.58%
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