Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.09%
Stock 99.13%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.21%
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Market Capitalization

As of September 30, 2025
Large 78.02%
Mid 18.07%
Small 3.91%
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Region Exposure

% Developed Markets: 98.99%    % Emerging Markets: 1.23%    % Unidentified Markets: -0.21%

Americas 83.57%
83.57%
Canada 0.71%
United States 82.86%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.79%
United Kingdom 3.53%
7.26%
Denmark 1.30%
Germany 0.96%
Ireland 5.00%
0.00%
0.00%
Greater Asia 5.85%
Japan 2.26%
0.00%
2.36%
Taiwan 2.36%
1.23%
India 1.23%
Unidentified Region -0.21%

Stock Sector Exposure

Cyclical
26.42%
Materials
3.92%
Consumer Discretionary
9.08%
Financials
11.62%
Real Estate
1.80%
Sensitive
57.89%
Communication Services
8.80%
Energy
0.00%
Industrials
13.13%
Information Technology
35.95%
Defensive
15.70%
Consumer Staples
4.20%
Health Care
9.26%
Utilities
2.24%
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