Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.40%
Stock 96.42%
Bond 0.98%
Convertible 0.00%
Preferred 0.00%
Other 1.19%
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Market Capitalization

As of September 30, 2025
Large 6.12%
Mid 32.59%
Small 61.29%
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Region Exposure

% Developed Markets: 97.40%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.60%

Americas 91.12%
88.22%
Canada 1.91%
United States 86.31%
2.90%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.29%
United Kingdom 1.83%
4.46%
Finland 0.66%
France 0.35%
Ireland 3.45%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.60%

Stock Sector Exposure

Cyclical
39.61%
Materials
5.91%
Consumer Discretionary
6.25%
Financials
20.46%
Real Estate
6.98%
Sensitive
38.75%
Communication Services
1.01%
Energy
7.25%
Industrials
15.62%
Information Technology
14.87%
Defensive
19.23%
Consumer Staples
2.65%
Health Care
9.94%
Utilities
6.63%
Not Classified
2.42%
Non Classified Equity
0.17%
Not Classified - Non Equity
2.25%
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