Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.13%
Stock 99.42%
Bond 0.61%
Convertible 0.00%
Preferred 0.00%
Other -0.16%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.16%

Americas 93.50%
93.50%
Canada 1.20%
United States 92.30%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.55%
United Kingdom 0.49%
5.07%
Germany 0.80%
Ireland 2.83%
0.00%
0.00%
Greater Asia 1.11%
Japan 0.00%
0.39%
Australia 0.39%
0.72%
Taiwan 0.72%
0.00%
Unidentified Region -0.16%

Stock Sector Exposure

Cyclical
21.80%
Materials
1.04%
Consumer Discretionary
10.89%
Financials
9.42%
Real Estate
0.45%
Sensitive
70.38%
Communication Services
16.14%
Energy
0.81%
Industrials
9.43%
Information Technology
44.01%
Defensive
7.28%
Consumer Staples
1.46%
Health Care
4.97%
Utilities
0.85%
Not Classified
0.53%
Non Classified Equity
0.53%
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