Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.59%
Stock 94.61%
Bond 2.79%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 0.89%
Mid 13.54%
Small 85.57%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.41%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.59%

Americas 93.83%
90.30%
Canada 2.26%
United States 88.04%
3.53%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.58%
United Kingdom 2.41%
1.17%
Ireland 0.82%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.59%

Stock Sector Exposure

Cyclical
35.90%
Materials
7.42%
Consumer Discretionary
3.10%
Financials
20.45%
Real Estate
4.92%
Sensitive
43.65%
Communication Services
1.58%
Energy
7.90%
Industrials
25.63%
Information Technology
8.55%
Defensive
13.67%
Consumer Staples
1.34%
Health Care
11.38%
Utilities
0.96%
Not Classified
6.78%
Non Classified Equity
1.39%
Not Classified - Non Equity
5.39%
As of September 30, 2025
View Region Exposure
Start Trial

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