Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.66%
Stock 97.08%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.26%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 66.19%
Mid 24.55%
Small 9.26%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.20%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.80%

Americas 88.62%
87.91%
Canada 0.01%
United States 87.90%
0.71%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.58%
United Kingdom 2.75%
5.83%
France 0.60%
Ireland 2.62%
Netherlands 0.93%
Spain 0.88%
Switzerland 0.64%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.80%

Stock Sector Exposure

Cyclical
32.39%
Materials
3.18%
Consumer Discretionary
5.68%
Financials
21.23%
Real Estate
2.30%
Sensitive
33.91%
Communication Services
1.79%
Energy
8.47%
Industrials
10.82%
Information Technology
12.84%
Defensive
32.42%
Consumer Staples
9.46%
Health Care
15.50%
Utilities
7.45%
Not Classified
1.28%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.28%
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