Asset Allocation

As of December 31, 2024.
Type % Net
Cash 0.46%
Stock 99.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2024
Large 53.97%
Mid 20.48%
Small 25.55%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.19%

Americas 97.66%
96.11%
Canada 0.13%
United States 95.99%
1.55%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.92%
United Kingdom 0.78%
1.13%
Ireland 0.56%
Switzerland 0.41%
0.00%
0.00%
Greater Asia 0.62%
Japan 0.00%
0.62%
Australia 0.62%
0.00%
0.00%
Unidentified Region -0.19%

Stock Sector Exposure

Cyclical
37.29%
Materials
0.90%
Consumer Discretionary
17.58%
Financials
17.74%
Real Estate
1.07%
Sensitive
51.32%
Communication Services
7.39%
Energy
5.08%
Industrials
12.48%
Information Technology
26.37%
Defensive
8.21%
Consumer Staples
0.91%
Health Care
6.14%
Utilities
1.16%
Not Classified
3.18%
Non Classified Equity
3.18%
Not Classified - Non Equity
0.00%
As of May 31, 2024
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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