Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.70%
Stock 98.56%
Bond 0.80%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of September 30, 2025
Large 2.53%
Mid 2.47%
Small 95.00%
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Region Exposure

% Developed Markets: 97.32%    % Emerging Markets: 1.94%    % Unidentified Markets: 0.74%

Americas 93.70%
90.16%
Canada 0.60%
United States 89.56%
3.54%
Colombia 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.61%
United Kingdom 1.11%
1.86%
Belgium 0.00%
Denmark 0.61%
France 0.00%
Ireland 0.00%
Italy 0.00%
Netherlands 1.24%
Sweden 0.00%
Switzerland 0.00%
0.00%
0.65%
Israel 0.64%
United Arab Emirates 0.00%
Greater Asia 1.94%
Japan 0.00%
0.01%
Australia 0.01%
0.00%
Singapore 0.00%
1.94%
India 0.00%
Thailand 1.93%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
22.86%
Materials
1.23%
Consumer Discretionary
13.71%
Financials
7.90%
Real Estate
0.02%
Sensitive
51.46%
Communication Services
0.85%
Energy
0.83%
Industrials
25.20%
Information Technology
24.58%
Defensive
23.99%
Consumer Staples
2.51%
Health Care
21.47%
Utilities
0.01%
Not Classified
1.70%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.69%
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