Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 99.09%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.91%
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Market Capitalization

As of September 30, 2025
Large 92.44%
Mid 5.42%
Small 2.15%
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Region Exposure

% Developed Markets: 99.09%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.91%

Americas 74.24%
74.24%
United States 74.24%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.45%
United Kingdom 7.12%
13.33%
Denmark 0.55%
France 4.62%
Germany 2.63%
Ireland 2.02%
Netherlands 1.42%
Spain 0.73%
Switzerland 1.36%
0.00%
0.00%
Greater Asia 4.39%
Japan 0.00%
0.00%
4.39%
Taiwan 4.39%
0.00%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
16.20%
Materials
0.00%
Consumer Discretionary
8.65%
Financials
7.55%
Real Estate
0.00%
Sensitive
54.00%
Communication Services
9.37%
Energy
0.00%
Industrials
3.79%
Information Technology
40.84%
Defensive
28.92%
Consumer Staples
7.47%
Health Care
21.46%
Utilities
0.00%
Not Classified
0.88%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.88%
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