Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.16%
Stock 99.62%
Bond 0.09%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of September 30, 2025
Large 74.53%
Mid 20.27%
Small 5.20%
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Region Exposure

% Developed Markets: 99.71%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.29%

Americas 94.27%
94.27%
United States 94.27%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.30%
United Kingdom 2.82%
1.48%
Ireland 1.00%
Netherlands 0.48%
0.00%
0.00%
Greater Asia 1.14%
Japan 0.00%
0.00%
1.14%
Taiwan 1.14%
0.00%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
27.85%
Materials
4.91%
Consumer Discretionary
9.98%
Financials
12.00%
Real Estate
0.96%
Sensitive
56.62%
Communication Services
10.36%
Energy
4.19%
Industrials
10.41%
Information Technology
31.65%
Defensive
15.27%
Consumer Staples
4.91%
Health Care
7.76%
Utilities
2.61%
Not Classified
0.25%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.25%
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