Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.76%
Stock 98.45%
Bond 0.67%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 88.90%
Mid 9.93%
Small 1.17%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.57%    % Emerging Markets: 1.55%    % Unidentified Markets: 0.88%

Americas 58.96%
58.96%
Canada -0.00%
United States 58.96%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.31%
United Kingdom 11.68%
17.63%
France 3.46%
Germany 1.60%
Ireland 4.27%
Italy 2.64%
Switzerland 4.58%
0.00%
0.00%
Greater Asia 10.85%
Japan 4.54%
0.00%
4.76%
Hong Kong 1.44%
Taiwan 3.32%
1.55%
India 1.55%
Unidentified Region 0.88%

Stock Sector Exposure

Cyclical
33.24%
Materials
4.67%
Consumer Discretionary
12.10%
Financials
16.47%
Real Estate
0.00%
Sensitive
47.74%
Communication Services
2.78%
Energy
3.04%
Industrials
14.17%
Information Technology
27.75%
Defensive
17.59%
Consumer Staples
4.05%
Health Care
11.20%
Utilities
2.34%
Not Classified
1.44%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.44%
As of September 30, 2025
View Region Exposure
Start Trial

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