Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 99.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.45%
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Market Capitalization

As of September 30, 2025
Large 68.98%
Mid 19.24%
Small 11.78%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.45%

Americas 96.83%
96.46%
Canada 0.01%
United States 96.45%
0.37%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.49%
United Kingdom 0.35%
2.14%
Ireland 1.81%
Switzerland 0.25%
0.00%
0.00%
Greater Asia 0.23%
Japan 0.00%
0.01%
Australia 0.01%
0.22%
Singapore 0.02%
Taiwan 0.20%
0.00%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
28.31%
Materials
2.15%
Consumer Discretionary
8.80%
Financials
15.44%
Real Estate
1.91%
Sensitive
49.33%
Communication Services
10.53%
Energy
3.61%
Industrials
7.16%
Information Technology
28.03%
Defensive
22.29%
Consumer Staples
7.21%
Health Care
11.93%
Utilities
3.15%
Not Classified
0.07%
Non Classified Equity
0.07%
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