Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.04%
Stock 99.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of September 30, 2025
Large 88.05%
Mid 8.38%
Small 3.57%
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Region Exposure

% Developed Markets: 99.81%    % Emerging Markets: 0.17%    % Unidentified Markets: 0.01%

Americas 98.97%
98.78%
Canada 0.08%
United States 98.71%
0.19%
Brazil 0.17%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.93%
United Kingdom 0.00%
0.93%
Ireland 0.53%
Netherlands 0.02%
Switzerland 0.03%
0.00%
0.00%
Greater Asia 0.08%
Japan 0.00%
0.08%
Australia 0.08%
0.00%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
20.12%
Materials
0.33%
Consumer Discretionary
13.18%
Financials
6.18%
Real Estate
0.42%
Sensitive
70.33%
Communication Services
11.49%
Energy
0.29%
Industrials
5.48%
Information Technology
53.08%
Defensive
9.53%
Consumer Staples
2.42%
Health Care
6.80%
Utilities
0.31%
Not Classified
0.02%
Non Classified Equity
0.01%
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