Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.82%
Stock 98.06%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 68.81%
Mid 25.44%
Small 5.75%
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Region Exposure

% Developed Markets: 96.12%    % Emerging Markets: 2.06%    % Unidentified Markets: 1.82%

Americas 2.53%
2.53%
Canada 2.41%
United States 0.12%
0.00%
Mexico 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.69%
United Kingdom 13.21%
46.08%
Austria 3.56%
Belgium 6.33%
Denmark 0.01%
Finland 0.00%
France 11.41%
Germany 9.01%
Ireland 0.00%
Italy 6.64%
Netherlands 0.91%
Norway 0.00%
Portugal 0.00%
Spain 2.04%
Sweden 0.01%
Switzerland 6.14%
0.67%
Poland 0.00%
3.73%
Israel 2.95%
United Arab Emirates 0.78%
Greater Asia 31.96%
Japan 24.14%
0.02%
Australia 0.02%
6.41%
Hong Kong 0.98%
Singapore 0.00%
South Korea 2.03%
Taiwan 3.40%
1.38%
China 0.59%
Indonesia 0.80%
Unidentified Region 1.82%

Stock Sector Exposure

Cyclical
44.04%
Materials
3.38%
Consumer Discretionary
19.66%
Financials
20.19%
Real Estate
0.80%
Sensitive
38.04%
Communication Services
13.50%
Energy
0.01%
Industrials
8.33%
Information Technology
16.20%
Defensive
17.66%
Consumer Staples
5.57%
Health Care
8.15%
Utilities
3.94%
Not Classified
0.26%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.26%
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