Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.17%
Stock 99.70%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of September 30, 2025
Large 2.16%
Mid 5.32%
Small 92.52%
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Region Exposure

% Developed Markets: 99.62%    % Emerging Markets: 0.24%    % Unidentified Markets: 0.14%

Americas 97.94%
96.33%
Canada 0.07%
United States 96.27%
1.60%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.64%
United Kingdom 0.47%
1.07%
Ireland 0.47%
Netherlands 0.12%
Sweden 0.00%
Switzerland 0.38%
0.00%
0.10%
Israel 0.10%
Greater Asia 0.27%
Japan 0.00%
0.00%
Australia 0.00%
0.07%
Singapore 0.07%
South Korea 0.00%
0.20%
Thailand 0.20%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
40.54%
Materials
4.32%
Consumer Discretionary
12.44%
Financials
17.09%
Real Estate
6.69%
Sensitive
39.78%
Communication Services
3.95%
Energy
3.42%
Industrials
18.82%
Information Technology
13.60%
Defensive
19.21%
Consumer Staples
3.55%
Health Care
12.93%
Utilities
2.74%
Not Classified
0.46%
Non Classified Equity
0.46%
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