Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.84%
Stock 98.19%
Bond 0.92%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of September 30, 2025
Large 81.72%
Mid 12.92%
Small 5.36%
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Region Exposure

% Developed Markets: 99.15%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.85%

Americas 89.90%
89.90%
Canada 1.37%
United States 88.53%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.25%
United Kingdom 1.86%
7.39%
France 1.59%
Ireland 5.80%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.85%

Stock Sector Exposure

Cyclical
35.93%
Materials
1.55%
Consumer Discretionary
5.82%
Financials
24.50%
Real Estate
4.06%
Sensitive
36.96%
Communication Services
3.99%
Energy
7.66%
Industrials
10.44%
Information Technology
14.86%
Defensive
25.36%
Consumer Staples
6.22%
Health Care
13.53%
Utilities
5.61%
Not Classified
1.75%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.75%
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