Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 96.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.60%
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Market Capitalization

As of September 30, 2025
Large 12.75%
Mid 21.58%
Small 65.67%
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Region Exposure

% Developed Markets: 96.40%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.60%

Americas 88.63%
87.10%
Canada 4.16%
United States 82.94%
1.54%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.77%
United Kingdom 1.70%
0.00%
0.00%
6.06%
Israel 6.06%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.60%

Stock Sector Exposure

Cyclical
41.10%
Materials
3.00%
Consumer Discretionary
7.24%
Financials
24.46%
Real Estate
6.41%
Sensitive
38.01%
Communication Services
0.58%
Energy
7.51%
Industrials
19.69%
Information Technology
10.23%
Defensive
20.89%
Consumer Staples
4.70%
Health Care
8.57%
Utilities
7.62%
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