Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.06%
Stock 98.36%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other 1.53%
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Market Capitalization

As of September 30, 2025
Large 56.57%
Mid 29.43%
Small 14.00%
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Region Exposure

% Developed Markets: 94.90%    % Emerging Markets: 3.52%    % Unidentified Markets: 1.58%

Americas 91.07%
87.55%
Canada 3.23%
United States 84.32%
3.52%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 7.35%
Japan 2.82%
0.00%
4.53%
Taiwan 4.53%
0.00%
Unidentified Region 1.58%

Stock Sector Exposure

Cyclical
26.41%
Materials
2.88%
Consumer Discretionary
13.50%
Financials
10.02%
Real Estate
0.00%
Sensitive
63.67%
Communication Services
7.82%
Energy
0.00%
Industrials
7.14%
Information Technology
48.71%
Defensive
9.81%
Consumer Staples
0.00%
Health Care
6.43%
Utilities
3.38%
Not Classified
0.11%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.11%
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