Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.48%
Stock 98.83%
Bond 0.69%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of September 30, 2025
Large 53.29%
Mid 30.92%
Small 15.79%
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Region Exposure

% Developed Markets: 99.39%    % Emerging Markets: 0.14%    % Unidentified Markets: 0.47%

Americas 67.46%
67.45%
Canada 0.71%
United States 66.74%
0.02%
Brazil 0.01%
Mexico 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.54%
United Kingdom 8.56%
10.96%
Austria 0.00%
Belgium 0.00%
Denmark 0.03%
Finland 0.01%
France 5.57%
Germany 1.92%
Greece 0.00%
Ireland 0.08%
Italy 0.01%
Netherlands 0.08%
Norway 0.00%
Spain 0.01%
Sweden 3.09%
Switzerland 0.15%
0.00%
Poland 0.00%
Turkey 0.00%
0.03%
Egypt 0.00%
Israel 0.00%
Saudi Arabia 0.01%
South Africa 0.01%
United Arab Emirates 0.00%
Greater Asia 12.52%
Japan 6.92%
0.04%
Australia 0.04%
5.45%
Hong Kong 0.01%
Singapore 0.00%
South Korea 0.00%
Taiwan 5.43%
0.10%
China 0.03%
India 0.06%
Indonesia 0.00%
Malaysia 0.00%
Philippines 0.00%
Thailand 0.01%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
23.56%
Materials
0.06%
Consumer Discretionary
7.46%
Financials
16.04%
Real Estate
0.01%
Sensitive
57.89%
Communication Services
0.52%
Energy
0.02%
Industrials
23.03%
Information Technology
34.32%
Defensive
18.55%
Consumer Staples
0.28%
Health Care
18.26%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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