Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.24%
Stock 99.53%
Bond 0.14%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of September 30, 2025
Large 51.92%
Mid 29.41%
Small 18.66%
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Region Exposure

% Developed Markets: 99.67%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.33%

Americas 93.46%
92.60%
Canada 0.79%
United States 91.81%
0.86%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.95%
United Kingdom 1.86%
4.09%
Finland 0.00%
France 0.51%
Germany 0.41%
Ireland 1.76%
Netherlands 0.51%
Switzerland 0.90%
0.00%
0.00%
Greater Asia 0.26%
Japan 0.00%
0.00%
0.26%
Taiwan 0.26%
0.00%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
37.72%
Materials
3.22%
Consumer Discretionary
7.84%
Financials
23.37%
Real Estate
3.29%
Sensitive
37.82%
Communication Services
7.16%
Energy
6.40%
Industrials
12.66%
Information Technology
11.60%
Defensive
24.08%
Consumer Staples
6.39%
Health Care
12.25%
Utilities
5.44%
Not Classified
0.38%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.38%
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