Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.66%
Stock 95.78%
Bond 0.03%
Convertible 0.00%
Preferred 0.58%
Other -0.05%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.85%    % Emerging Markets: 3.20%    % Unidentified Markets: 3.95%

Americas 76.17%
74.19%
Canada 2.48%
United States 71.70%
1.98%
Brazil 0.32%
Colombia 0.02%
Mexico 0.20%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.26%
United Kingdom 3.37%
8.60%
Austria 0.02%
Belgium 0.03%
Denmark 0.79%
Finland 0.05%
France 1.79%
Germany 0.97%
Greece 0.19%
Ireland 0.63%
Italy 0.58%
Netherlands 1.31%
Norway 0.03%
Spain 0.20%
Sweden 0.58%
Switzerland 1.28%
0.04%
Poland 0.00%
Turkey 0.01%
0.25%
Israel 0.17%
South Africa 0.07%
United Arab Emirates 0.00%
Greater Asia 7.63%
Japan 2.05%
0.41%
Australia 0.40%
3.57%
Hong Kong 0.17%
Singapore 0.28%
South Korea 0.80%
Taiwan 2.31%
1.60%
China 0.24%
India 1.22%
Indonesia 0.02%
Philippines 0.08%
Thailand 0.00%
Unidentified Region 3.95%

Stock Sector Exposure

Cyclical
27.08%
Materials
2.21%
Consumer Discretionary
13.35%
Financials
10.94%
Real Estate
0.58%
Sensitive
52.67%
Communication Services
9.87%
Energy
1.42%
Industrials
14.23%
Information Technology
27.15%
Defensive
15.55%
Consumer Staples
3.79%
Health Care
11.01%
Utilities
0.75%
Not Classified
4.70%
Non Classified Equity
1.03%
Not Classified - Non Equity
3.66%
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