Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.85%
Stock 97.95%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.20%
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Market Capitalization

As of September 30, 2025
Large 44.54%
Mid 32.17%
Small 23.30%
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Region Exposure

% Developed Markets: 97.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.08%

Americas 81.44%
80.78%
Canada 1.92%
United States 78.86%
0.66%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.77%
United Kingdom 3.63%
12.14%
France 0.75%
Germany 0.91%
Ireland 4.77%
Netherlands 2.47%
Spain 1.10%
Switzerland 2.13%
0.00%
0.00%
Greater Asia 0.70%
Japan 0.00%
0.00%
0.70%
Hong Kong 0.70%
0.00%
Unidentified Region 2.08%

Stock Sector Exposure

Cyclical
41.23%
Materials
5.65%
Consumer Discretionary
9.56%
Financials
22.35%
Real Estate
3.66%
Sensitive
33.07%
Communication Services
6.75%
Energy
6.68%
Industrials
8.73%
Information Technology
10.92%
Defensive
24.49%
Consumer Staples
5.04%
Health Care
15.81%
Utilities
3.63%
Not Classified
1.21%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.21%
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