Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.02%
Stock 99.59%
Bond 0.44%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of September 30, 2025
Large 86.02%
Mid 12.80%
Small 1.18%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.05%

Americas 92.68%
92.68%
Canada 1.11%
United States 91.57%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.64%
United Kingdom 0.47%
5.17%
Germany 0.67%
Ireland 3.07%
0.00%
0.00%
Greater Asia 1.73%
Japan 0.00%
0.34%
Australia 0.34%
1.38%
Taiwan 1.38%
0.00%
Unidentified Region -0.05%

Stock Sector Exposure

Cyclical
19.49%
Materials
1.04%
Consumer Discretionary
10.00%
Financials
8.03%
Real Estate
0.42%
Sensitive
73.50%
Communication Services
16.91%
Energy
0.76%
Industrials
9.53%
Information Technology
46.30%
Defensive
6.52%
Consumer Staples
1.01%
Health Care
4.56%
Utilities
0.95%
Not Classified
0.49%
Non Classified Equity
0.49%
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