Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.19%
Stock 99.12%
Bond 0.21%
Convertible 0.00%
Preferred 0.00%
Other 0.48%
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Market Capitalization

As of September 30, 2025
Large 31.15%
Mid 33.12%
Small 35.73%
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Region Exposure

% Developed Markets: 98.90%    % Emerging Markets: 0.61%    % Unidentified Markets: 0.48%

Americas 64.08%
64.08%
Canada 2.37%
United States 61.71%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.32%
United Kingdom 7.08%
7.24%
Belgium 1.07%
France 1.59%
Germany 2.04%
Spain 2.17%
Sweden 0.37%
0.00%
0.00%
Greater Asia 21.12%
Japan 9.37%
7.33%
Australia 7.33%
4.43%
Hong Kong 2.41%
Singapore 2.01%
0.00%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
97.80%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.14%
Real Estate
97.65%
Sensitive
0.83%
Communication Services
0.42%
Energy
0.00%
Industrials
0.00%
Information Technology
0.42%
Defensive
0.66%
Consumer Staples
0.00%
Health Care
0.66%
Utilities
0.00%
Not Classified
0.71%
Non Classified Equity
0.71%
Not Classified - Non Equity
0.00%
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