Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.83%
Stock 99.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.16%
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Market Capitalization

As of September 30, 2025
Large 4.34%
Mid 56.08%
Small 39.57%
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Region Exposure

% Developed Markets: 99.01%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.98%

Americas 9.08%
9.08%
Canada 9.08%
United States 0.00%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.65%
United Kingdom 8.84%
34.31%
Austria 1.22%
Belgium 1.55%
Denmark 1.96%
Finland 1.22%
France 3.96%
Germany 7.50%
Ireland 0.00%
Italy 3.39%
Netherlands 1.05%
Norway 2.32%
Portugal 0.00%
Spain 2.94%
Sweden 2.53%
Switzerland 3.98%
0.00%
3.51%
Israel 3.51%
Greater Asia 43.28%
Japan 32.50%
10.77%
Australia 10.77%
0.01%
Hong Kong 0.00%
Singapore 0.01%
0.00%
China 0.00%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
46.81%
Materials
8.09%
Consumer Discretionary
18.17%
Financials
15.00%
Real Estate
5.56%
Sensitive
46.11%
Communication Services
3.81%
Energy
5.05%
Industrials
28.23%
Information Technology
9.02%
Defensive
6.88%
Consumer Staples
1.93%
Health Care
4.02%
Utilities
0.93%
Not Classified
0.21%
Non Classified Equity
0.20%
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