Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.04%
Stock 98.24%
Bond 0.65%
Convertible 0.00%
Preferred 1.34%
Other -0.27%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 92.05%
Mid 7.11%
Small 0.84%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.81%    % Emerging Markets: 0.04%    % Unidentified Markets: 2.15%

Americas 90.52%
90.48%
Canada 0.52%
United States 89.96%
0.05%
Brazil 0.04%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.61%
United Kingdom 0.00%
5.61%
Ireland 0.53%
Italy 1.40%
Netherlands 1.90%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 1.72%
Japan 0.00%
0.02%
Australia 0.02%
1.70%
Taiwan 1.70%
0.00%
Unidentified Region 2.15%

Stock Sector Exposure

Cyclical
22.81%
Materials
0.34%
Consumer Discretionary
14.34%
Financials
8.03%
Real Estate
0.11%
Sensitive
66.97%
Communication Services
11.53%
Energy
0.07%
Industrials
4.12%
Information Technology
51.24%
Defensive
6.66%
Consumer Staples
0.60%
Health Care
5.98%
Utilities
0.08%
Not Classified
3.56%
Non Classified Equity
2.88%
Not Classified - Non Equity
0.68%
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