Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.93%
Stock 95.96%
Bond 0.90%
Convertible 0.00%
Preferred 0.00%
Other 2.21%
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Market Capitalization

As of September 30, 2025
Large 66.07%
Mid 29.92%
Small 4.02%
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Region Exposure

% Developed Markets: 98.63%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.37%

Americas 2.75%
2.75%
Canada 1.85%
United States 0.90%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.48%
United Kingdom 17.34%
47.14%
Austria 1.39%
Belgium 2.00%
Denmark 2.78%
France 7.09%
Germany 4.93%
Greece 1.14%
Ireland 5.27%
Italy 3.12%
Netherlands 7.96%
Portugal 1.79%
Spain 6.58%
Switzerland 3.08%
0.00%
0.00%
Greater Asia 31.41%
Japan 24.54%
1.44%
Australia 1.44%
5.42%
Hong Kong 1.04%
South Korea 1.97%
Taiwan 2.42%
0.00%
Unidentified Region 1.37%

Stock Sector Exposure

Cyclical
36.78%
Materials
7.04%
Consumer Discretionary
9.87%
Financials
16.88%
Real Estate
2.98%
Sensitive
40.22%
Communication Services
7.47%
Energy
6.03%
Industrials
18.51%
Information Technology
8.20%
Defensive
21.26%
Consumer Staples
5.06%
Health Care
12.72%
Utilities
3.48%
Not Classified
1.74%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.74%
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