Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 94.13%
Bond 0.00%
Convertible 0.00%
Preferred 1.07%
Other 4.80%
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Market Capitalization

As of September 30, 2025
Large 78.85%
Mid 20.50%
Small 0.65%
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Region Exposure

% Developed Markets: 95.20%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.80%

Americas 12.76%
12.76%
Canada 12.76%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.25%
United Kingdom 11.37%
36.88%
Austria 0.35%
Belgium 1.04%
Denmark 0.88%
Finland 0.90%
France 8.33%
Germany 6.60%
Italy 0.97%
Netherlands 3.66%
Norway 2.44%
Portugal 0.23%
Spain 2.28%
Sweden 2.02%
Switzerland 7.18%
0.00%
0.00%
Greater Asia 34.19%
Japan 19.50%
7.52%
Australia 7.52%
7.17%
Hong Kong 3.75%
Singapore 3.42%
0.00%
Unidentified Region 4.80%

Stock Sector Exposure

Cyclical
22.83%
Materials
4.13%
Consumer Discretionary
6.51%
Financials
11.42%
Real Estate
0.78%
Sensitive
36.87%
Communication Services
12.46%
Energy
5.72%
Industrials
10.07%
Information Technology
8.62%
Defensive
34.55%
Consumer Staples
21.47%
Health Care
9.41%
Utilities
3.67%
Not Classified
5.75%
Non Classified Equity
1.39%
Not Classified - Non Equity
4.37%
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