Asset Allocation

As of December 31, 2024.
Type % Net
Cash 0.34%
Stock 99.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of December 31, 2024
Large 81.85%
Mid 15.14%
Small 3.01%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.03%

Americas 97.45%
97.35%
Canada 0.02%
United States 97.33%
0.10%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.54%
United Kingdom 0.57%
1.96%
Ireland 1.55%
Netherlands 0.11%
Switzerland 0.30%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.00%
0.00%
0.04%
Singapore 0.04%
0.00%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
20.23%
Materials
2.32%
Consumer Discretionary
5.38%
Financials
10.52%
Real Estate
2.01%
Sensitive
54.36%
Communication Services
9.29%
Energy
3.89%
Industrials
7.82%
Information Technology
33.37%
Defensive
20.18%
Consumer Staples
5.73%
Health Care
11.99%
Utilities
2.47%
Not Classified
5.22%
Non Classified Equity
5.22%
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