Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.47%
Stock 98.79%
Bond 0.67%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 0.65%
Mid 1.52%
Small 97.82%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.78%    % Emerging Markets: 0.84%    % Unidentified Markets: 0.38%

Americas 96.97%
94.28%
Canada 0.26%
United States 94.01%
2.69%
Colombia 0.06%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.93%
United Kingdom 0.77%
1.00%
Belgium 0.01%
France 0.07%
Ireland 0.37%
Italy 0.02%
Sweden 0.00%
Switzerland 0.37%
0.00%
0.16%
Israel 0.16%
Greater Asia 0.72%
Japan 0.00%
0.00%
0.16%
Singapore 0.16%
0.56%
India 0.10%
Thailand 0.46%
Unidentified Region 0.38%

Stock Sector Exposure

Cyclical
36.83%
Materials
4.22%
Consumer Discretionary
9.90%
Financials
17.37%
Real Estate
5.34%
Sensitive
40.59%
Communication Services
2.73%
Energy
4.81%
Industrials
17.54%
Information Technology
15.51%
Defensive
21.13%
Consumer Staples
1.99%
Health Care
15.88%
Utilities
3.27%
Not Classified
1.45%
Non Classified Equity
0.39%
Not Classified - Non Equity
1.07%
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