Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.13%
Stock 95.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 4.86%
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Market Capitalization

As of September 30, 2025
Large 70.82%
Mid 20.94%
Small 8.24%
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Region Exposure

% Developed Markets: 95.13%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.87%

Americas 80.58%
80.58%
Canada 0.50%
United States 80.07%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.94%
United Kingdom 2.57%
6.37%
Belgium 0.12%
France 0.84%
Germany 0.42%
Ireland 2.55%
Netherlands 0.19%
Sweden 0.65%
Switzerland 1.61%
0.00%
0.00%
Greater Asia 5.61%
Japan 1.17%
0.00%
4.44%
Hong Kong 0.14%
Singapore 1.54%
South Korea 0.59%
Taiwan 2.18%
0.00%
Unidentified Region 4.87%

Stock Sector Exposure

Cyclical
28.88%
Materials
3.65%
Consumer Discretionary
7.50%
Financials
17.07%
Real Estate
0.66%
Sensitive
46.86%
Communication Services
8.07%
Energy
4.53%
Industrials
11.43%
Information Technology
22.83%
Defensive
19.39%
Consumer Staples
4.42%
Health Care
12.67%
Utilities
2.30%
Not Classified
4.87%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.87%
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