Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 93.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 6.02%
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Market Capitalization

As of September 30, 2025
Large 59.59%
Mid 25.07%
Small 15.34%
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Region Exposure

% Developed Markets: 94.41%    % Emerging Markets: 0.27%    % Unidentified Markets: 5.33%

Americas 84.58%
83.73%
Canada 1.92%
United States 81.81%
0.86%
Brazil 0.27%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.09%
United Kingdom 3.51%
6.58%
Denmark 0.26%
France 1.12%
Ireland 3.93%
Netherlands 0.18%
Switzerland 1.01%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 5.33%

Stock Sector Exposure

Cyclical
35.67%
Materials
4.53%
Consumer Discretionary
6.02%
Financials
20.24%
Real Estate
4.88%
Sensitive
30.50%
Communication Services
6.86%
Energy
6.56%
Industrials
9.75%
Information Technology
7.34%
Defensive
28.27%
Consumer Staples
8.47%
Health Care
14.08%
Utilities
5.72%
Not Classified
5.56%
Non Classified Equity
0.49%
Not Classified - Non Equity
5.07%
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