Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.49%
Stock 97.34%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of September 30, 2025
Large 70.69%
Mid 10.61%
Small 18.70%
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Region Exposure

% Developed Markets: 94.09%    % Emerging Markets: 3.25%    % Unidentified Markets: 2.66%

Americas 80.83%
80.83%
Canada 5.15%
United States 75.68%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.96%
United Kingdom 0.00%
7.42%
Denmark 3.71%
Netherlands 2.35%
Switzerland 1.36%
0.00%
0.53%
South Africa 0.37%
United Arab Emirates 0.17%
Greater Asia 8.55%
Japan 0.00%
0.00%
5.67%
Hong Kong 1.24%
Singapore 1.27%
South Korea 3.16%
2.88%
China 2.88%
Unidentified Region 2.66%

Stock Sector Exposure

Cyclical
47.02%
Materials
2.20%
Consumer Discretionary
13.16%
Financials
31.66%
Real Estate
0.00%
Sensitive
36.14%
Communication Services
14.40%
Energy
4.90%
Industrials
4.28%
Information Technology
12.55%
Defensive
16.85%
Consumer Staples
2.88%
Health Care
13.97%
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