Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 96.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.41%
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Market Capitalization

As of September 30, 2025
Large 52.05%
Mid 18.32%
Small 29.64%
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Region Exposure

% Developed Markets: 96.59%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.41%

Americas 95.24%
92.10%
United States 92.10%
3.14%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.35%
United Kingdom 0.36%
0.99%
Ireland 0.06%
0.00%
0.01%
Israel 0.01%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.41%

Stock Sector Exposure

Cyclical
29.32%
Materials
1.77%
Consumer Discretionary
9.77%
Financials
17.78%
Real Estate
0.00%
Sensitive
60.13%
Communication Services
12.67%
Energy
1.96%
Industrials
13.25%
Information Technology
32.26%
Defensive
7.31%
Consumer Staples
3.18%
Health Care
3.32%
Utilities
0.81%
Not Classified
3.24%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.24%
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