Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.96%
Stock 98.94%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of September 30, 2025
Large 9.77%
Mid 29.20%
Small 61.03%
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Region Exposure

% Developed Markets: 99.86%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.14%

Americas 89.80%
89.80%
Canada 2.63%
United States 87.17%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.06%
United Kingdom 0.79%
7.44%
France 1.02%
Germany 1.81%
Ireland 2.59%
Netherlands 2.02%
0.00%
1.83%
Israel 1.83%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
38.41%
Materials
4.13%
Consumer Discretionary
9.11%
Financials
17.95%
Real Estate
7.22%
Sensitive
38.16%
Communication Services
7.91%
Energy
2.92%
Industrials
11.38%
Information Technology
15.95%
Defensive
23.24%
Consumer Staples
3.28%
Health Care
15.06%
Utilities
4.90%
Not Classified
0.19%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.19%
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