Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.05%
Stock 94.99%
Bond 2.07%
Convertible 0.00%
Preferred 1.76%
Other 1.22%
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Market Capitalization

As of September 30, 2025
Large 77.54%
Mid 15.51%
Small 6.96%
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Region Exposure

% Developed Markets: 99.47%    % Emerging Markets: 0.31%    % Unidentified Markets: 0.22%

Americas 44.96%
44.96%
Canada 3.36%
United States 41.60%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.73%
United Kingdom 11.26%
34.47%
France 8.81%
Germany 2.55%
Greece 0.33%
Ireland 7.04%
Italy 1.07%
Netherlands 3.97%
Spain 1.35%
Switzerland 9.36%
0.00%
0.00%
Greater Asia 9.08%
Japan 6.89%
0.00%
1.89%
Hong Kong 0.68%
South Korea 1.21%
0.31%
China 0.31%
Unidentified Region 0.22%

Stock Sector Exposure

Cyclical
35.58%
Materials
3.29%
Consumer Discretionary
4.01%
Financials
28.27%
Real Estate
0.00%
Sensitive
35.20%
Communication Services
5.94%
Energy
6.67%
Industrials
13.29%
Information Technology
9.31%
Defensive
29.22%
Consumer Staples
9.85%
Health Care
14.50%
Utilities
4.87%
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