Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.36%
Stock 96.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.79%
Other 0.39%
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Market Capitalization

As of September 30, 2025
Large 55.16%
Mid 29.81%
Small 15.03%
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Region Exposure

% Developed Markets: 90.07%    % Emerging Markets: 7.47%    % Unidentified Markets: 2.47%

Americas 4.92%
1.17%
Canada 1.17%
United States 0.00%
3.74%
Brazil 0.90%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.24%
United Kingdom 29.63%
39.33%
France 17.67%
Germany 9.20%
Italy 0.72%
Netherlands 4.51%
Spain 3.16%
Switzerland 4.05%
0.29%
Russia 0.29%
0.00%
Greater Asia 23.37%
Japan 4.08%
0.00%
13.27%
Hong Kong 0.68%
South Korea 12.59%
6.03%
Indonesia 3.65%
Kazakhstan 2.38%
Unidentified Region 2.47%

Stock Sector Exposure

Cyclical
40.98%
Materials
7.11%
Consumer Discretionary
18.45%
Financials
15.42%
Real Estate
0.00%
Sensitive
40.59%
Communication Services
4.54%
Energy
7.62%
Industrials
20.20%
Information Technology
8.23%
Defensive
18.43%
Consumer Staples
6.81%
Health Care
11.62%
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