Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.32%
Stock 97.36%
Bond 1.39%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of September 30, 2025
Large 13.78%
Mid 36.81%
Small 49.41%
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Region Exposure

% Developed Markets: 98.78%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.22%

Americas 7.79%
7.79%
United States 7.79%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 90.99%
United Kingdom 1.50%
0.00%
0.00%
89.48%
Israel 89.48%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.22%

Stock Sector Exposure

Cyclical
48.43%
Materials
2.08%
Consumer Discretionary
4.32%
Financials
28.47%
Real Estate
13.56%
Sensitive
42.20%
Communication Services
0.00%
Energy
6.00%
Industrials
11.30%
Information Technology
24.91%
Defensive
6.68%
Consumer Staples
3.99%
Health Care
0.71%
Utilities
1.98%
Not Classified
2.68%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.68%
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