Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.72%
Stock 97.89%
Bond 1.29%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 0.91%
Mid 4.93%
Small 94.15%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.81%    % Emerging Markets: 1.54%    % Unidentified Markets: 0.65%

Americas 93.75%
92.65%
Canada 4.53%
United States 88.11%
1.10%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.97%
United Kingdom 2.49%
1.46%
Belgium 0.00%
France 0.00%
Italy 1.32%
Netherlands 0.14%
Sweden 0.00%
0.00%
0.02%
Israel 0.02%
United Arab Emirates 0.00%
Greater Asia 1.63%
Japan 0.00%
0.00%
Australia 0.00%
0.09%
Singapore 0.00%
Taiwan 0.09%
1.54%
Thailand 1.54%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
40.08%
Materials
6.11%
Consumer Discretionary
11.84%
Financials
18.23%
Real Estate
3.91%
Sensitive
36.67%
Communication Services
0.00%
Energy
3.23%
Industrials
18.53%
Information Technology
14.91%
Defensive
21.20%
Consumer Staples
5.20%
Health Care
13.01%
Utilities
2.98%
Not Classified
2.05%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.05%
As of September 30, 2025
View Region Exposure
Start Trial

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