Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.03%
Stock 99.46%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -3.48%
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Market Capitalization

As of September 30, 2025
Large 82.59%
Mid 14.32%
Small 3.08%
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Region Exposure

% Developed Markets: 103.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -3.48%

Americas 101.2%
101.2%
Canada 0.03%
United States 101.2%
0.05%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.10%
United Kingdom 0.54%
1.52%
Ireland 1.17%
Switzerland 0.35%
0.00%
0.04%
Israel 0.04%
Greater Asia 0.14%
Japan 0.00%
0.05%
Australia 0.05%
0.09%
Singapore 0.09%
0.00%
Unidentified Region -3.48%

Stock Sector Exposure

Cyclical
29.46%
Materials
1.76%
Consumer Discretionary
12.20%
Financials
13.61%
Real Estate
1.88%
Sensitive
56.25%
Communication Services
11.57%
Energy
0.00%
Industrials
4.60%
Information Technology
40.07%
Defensive
14.23%
Consumer Staples
3.90%
Health Care
10.28%
Utilities
0.05%
Not Classified
0.07%
Non Classified Equity
0.07%
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