Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.17%
Stock 95.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.85%
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Market Capitalization

As of September 30, 2025
Large 5.66%
Mid 28.79%
Small 65.55%
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Region Exposure

% Developed Markets: 95.79%    % Emerging Markets: 0.37%    % Unidentified Markets: 3.85%

Americas 87.82%
82.26%
Canada 8.13%
United States 74.13%
5.56%
Brazil 0.37%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.74%
United Kingdom 0.92%
6.82%
France 0.09%
Germany 1.03%
Ireland 5.00%
Norway 0.00%
0.00%
0.00%
Greater Asia 0.59%
Japan 0.59%
0.00%
0.00%
0.00%
Unidentified Region 3.85%

Stock Sector Exposure

Cyclical
53.02%
Materials
10.10%
Consumer Discretionary
13.12%
Financials
25.24%
Real Estate
4.56%
Sensitive
29.33%
Communication Services
1.93%
Energy
2.51%
Industrials
17.59%
Information Technology
7.30%
Defensive
13.28%
Consumer Staples
2.74%
Health Care
9.73%
Utilities
0.82%
Not Classified
4.37%
Non Classified Equity
0.52%
Not Classified - Non Equity
3.85%
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