Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.34%
Stock 96.20%
Bond 0.34%
Convertible 0.00%
Preferred 0.00%
Other 3.13%
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Market Capitalization

As of September 30, 2025
Large 0.19%
Mid 4.35%
Small 95.46%
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Region Exposure

% Developed Markets: 96.37%    % Emerging Markets: 0.02%    % Unidentified Markets: 3.61%

Americas 92.42%
91.39%
Canada 1.96%
United States 89.43%
1.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.97%
United Kingdom 1.29%
2.53%
Denmark 0.29%
France 0.41%
Germany 0.41%
Ireland 0.11%
Italy 0.21%
Switzerland 0.66%
0.00%
0.15%
Israel 0.15%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.61%

Stock Sector Exposure

Cyclical
52.81%
Materials
4.73%
Consumer Discretionary
11.07%
Financials
27.76%
Real Estate
9.25%
Sensitive
28.72%
Communication Services
1.88%
Energy
6.78%
Industrials
12.57%
Information Technology
7.48%
Defensive
17.55%
Consumer Staples
1.60%
Health Care
9.76%
Utilities
6.19%
Not Classified
0.93%
Non Classified Equity
0.37%
Not Classified - Non Equity
0.56%
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