Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.62%
Stock 96.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.86%
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Market Capitalization

As of September 30, 2025
Large 0.09%
Mid 4.43%
Small 95.48%
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Region Exposure

% Developed Markets: 94.25%    % Emerging Markets: 2.18%    % Unidentified Markets: 3.57%

Americas 95.04%
92.15%
Canada 3.45%
United States 88.70%
2.89%
Colombia 0.69%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.37%
United Kingdom 0.01%
1.36%
Belgium 0.00%
France 0.00%
Ireland 0.00%
Italy 0.00%
Sweden 0.00%
Switzerland 1.35%
0.00%
0.00%
Israel 0.00%
United Arab Emirates 0.00%
Greater Asia 0.02%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.01%
India 0.00%
Thailand 0.01%
Unidentified Region 3.57%

Stock Sector Exposure

Cyclical
30.38%
Materials
3.80%
Consumer Discretionary
13.91%
Financials
10.43%
Real Estate
2.24%
Sensitive
45.46%
Communication Services
0.92%
Energy
2.95%
Industrials
21.48%
Information Technology
20.11%
Defensive
23.97%
Consumer Staples
2.54%
Health Care
21.42%
Utilities
0.01%
Not Classified
0.19%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.19%
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