Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.06%
Stock 97.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.63%
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Market Capitalization

As of September 30, 2025
Large 98.30%
Mid 1.70%
Small 0.00%
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Region Exposure

% Developed Markets: 97.37%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.63%

Americas 86.73%
86.73%
United States 86.73%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.64%
United Kingdom 4.72%
5.92%
Ireland 2.12%
Switzerland 3.80%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.63%

Stock Sector Exposure

Cyclical
41.98%
Materials
4.72%
Consumer Discretionary
13.63%
Financials
23.64%
Real Estate
0.00%
Sensitive
36.05%
Communication Services
4.06%
Energy
0.00%
Industrials
7.51%
Information Technology
24.48%
Defensive
19.33%
Consumer Staples
7.24%
Health Care
12.10%
Utilities
0.00%
Not Classified
2.63%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.63%
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