Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.58%
Stock 98.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 79.34%
Mid 17.05%
Small 3.61%
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Region Exposure

% Developed Markets: 78.07%    % Emerging Markets: 21.93%    % Unidentified Markets: 0.00%

Americas 18.84%
11.61%
Canada 5.84%
United States 5.78%
7.23%
Brazil 2.59%
Mexico 2.19%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.84%
United Kingdom 5.58%
35.26%
Belgium 3.24%
Denmark 3.00%
France 1.98%
Germany 9.06%
Greece 1.74%
Italy 2.43%
Netherlands 3.40%
Norway 1.94%
Spain 3.69%
Switzerland 4.77%
0.00%
0.00%
Greater Asia 40.32%
Japan 14.87%
1.10%
9.64%
Singapore 1.38%
South Korea 2.35%
Taiwan 5.91%
14.70%
China 9.08%
India 3.68%
Indonesia 1.94%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
37.34%
Materials
5.31%
Consumer Discretionary
7.42%
Financials
23.05%
Real Estate
1.56%
Sensitive
44.86%
Communication Services
8.25%
Energy
0.00%
Industrials
16.78%
Information Technology
19.83%
Defensive
17.80%
Consumer Staples
4.45%
Health Care
13.35%
Utilities
0.00%
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