Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.18%
Stock 97.95%
Bond 0.69%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
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Market Capitalization

As of September 30, 2025
Large 55.15%
Mid 31.94%
Small 12.91%
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Region Exposure

% Developed Markets: 98.63%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.37%

Americas 91.02%
91.02%
United States 91.02%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.42%
United Kingdom 0.69%
5.73%
France 1.69%
Germany 1.06%
Ireland 0.90%
Switzerland 2.07%
0.00%
0.00%
Greater Asia 1.19%
Japan 0.00%
0.00%
1.19%
South Korea 1.19%
0.00%
Unidentified Region 1.37%

Stock Sector Exposure

Cyclical
33.14%
Materials
2.77%
Consumer Discretionary
5.36%
Financials
21.48%
Real Estate
3.53%
Sensitive
37.44%
Communication Services
6.41%
Energy
8.12%
Industrials
13.61%
Information Technology
9.29%
Defensive
27.56%
Consumer Staples
8.94%
Health Care
12.83%
Utilities
5.79%
Not Classified
1.87%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.87%
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