Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.19%
Stock 95.97%
Bond 0.00%
Convertible 0.00%
Preferred 1.78%
Other 0.06%
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Market Capitalization

As of September 30, 2025
Large 77.79%
Mid 15.62%
Small 6.60%
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Region Exposure

% Developed Markets: 95.51%    % Emerging Markets: 4.37%    % Unidentified Markets: 0.12%

Americas 57.12%
55.27%
Canada 1.04%
United States 54.23%
1.86%
Brazil 1.86%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.99%
United Kingdom 8.19%
23.80%
Denmark 2.41%
France 7.27%
Germany 4.20%
Ireland 1.95%
Netherlands 5.77%
Switzerland 2.20%
0.00%
0.00%
Greater Asia 10.77%
Japan 1.67%
0.00%
6.58%
Hong Kong 1.29%
South Korea 1.79%
Taiwan 3.50%
2.51%
China 2.51%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
31.48%
Materials
2.47%
Consumer Discretionary
9.37%
Financials
16.84%
Real Estate
2.80%
Sensitive
48.15%
Communication Services
6.86%
Energy
4.53%
Industrials
12.53%
Information Technology
24.22%
Defensive
20.38%
Consumer Staples
5.63%
Health Care
9.38%
Utilities
5.38%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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