Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.16%
Stock 96.75%
Bond 2.07%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of September 30, 2025
Large 91.83%
Mid 6.28%
Small 1.89%
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Region Exposure

% Developed Markets: 99.12%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.88%

Americas 95.39%
95.39%
United States 95.39%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.16%
United Kingdom 0.00%
2.16%
Germany 0.88%
0.00%
0.00%
Greater Asia 1.57%
Japan 0.00%
0.00%
1.57%
Taiwan 1.57%
0.00%
Unidentified Region 0.88%

Stock Sector Exposure

Cyclical
24.17%
Materials
0.00%
Consumer Discretionary
15.99%
Financials
8.19%
Real Estate
0.00%
Sensitive
65.64%
Communication Services
17.17%
Energy
0.62%
Industrials
5.15%
Information Technology
42.69%
Defensive
6.96%
Consumer Staples
1.89%
Health Care
5.06%
Utilities
0.00%
Not Classified
3.23%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.23%
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