Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 93.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 6.04%
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Market Capitalization

As of September 30, 2025
Large 87.80%
Mid 11.85%
Small 0.35%
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Region Exposure

% Developed Markets: 94.48%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.52%

Americas 18.61%
18.61%
Canada 18.30%
United States 0.31%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.24%
United Kingdom 10.98%
42.26%
Austria 0.29%
Belgium 0.23%
Denmark 1.18%
Finland 0.62%
France 7.48%
Germany 11.77%
Ireland 0.11%
Italy 5.61%
Netherlands 4.74%
Norway 0.84%
Spain 3.88%
Sweden 2.41%
Switzerland 3.09%
0.00%
0.00%
Greater Asia 22.63%
Japan 15.44%
3.58%
Australia 3.42%
3.61%
Hong Kong 1.67%
Singapore 1.90%
0.00%
Unidentified Region 5.52%

Stock Sector Exposure

Cyclical
48.29%
Materials
4.72%
Consumer Discretionary
6.50%
Financials
36.49%
Real Estate
0.58%
Sensitive
36.91%
Communication Services
6.25%
Energy
2.87%
Industrials
19.90%
Information Technology
7.89%
Defensive
8.85%
Consumer Staples
3.67%
Health Care
1.94%
Utilities
3.23%
Not Classified
5.96%
Non Classified Equity
0.05%
Not Classified - Non Equity
5.90%
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