Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.90%
Stock 97.72%
Bond 0.01%
Convertible 0.00%
Preferred 0.14%
Other 1.24%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 93.12%    % Emerging Markets: 5.46%    % Unidentified Markets: 1.43%

Americas 61.92%
60.44%
Canada 1.29%
United States 59.15%
1.48%
Brazil 0.60%
Chile 0.05%
Colombia 0.01%
Mexico 0.15%
Peru 0.12%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.62%
United Kingdom 5.67%
15.82%
Austria 0.25%
Belgium 0.31%
Denmark 0.46%
Finland 0.13%
France 3.36%
Germany 2.97%
Greece 0.08%
Ireland 1.90%
Italy 0.71%
Netherlands 2.14%
Norway 0.09%
Portugal 0.00%
Spain 0.87%
Sweden 0.34%
Switzerland 1.89%
0.25%
Poland 0.07%
Russia 0.03%
Turkey 0.06%
0.88%
Israel 0.22%
Saudi Arabia 0.17%
South Africa 0.23%
United Arab Emirates 0.26%
Greater Asia 14.03%
Japan 4.89%
1.14%
Australia 1.07%
4.24%
Hong Kong 0.68%
Singapore 0.39%
South Korea 1.68%
Taiwan 1.49%
3.77%
China 1.75%
India 1.55%
Indonesia 0.22%
Kazakhstan 0.11%
Malaysia 0.04%
Philippines 0.06%
Thailand 0.03%
Unidentified Region 1.43%

Stock Sector Exposure

Cyclical
37.32%
Materials
3.22%
Consumer Discretionary
11.24%
Financials
16.76%
Real Estate
6.10%
Sensitive
43.18%
Communication Services
6.26%
Energy
2.97%
Industrials
13.81%
Information Technology
20.15%
Defensive
19.22%
Consumer Staples
5.53%
Health Care
11.17%
Utilities
2.51%
Not Classified
0.27%
Non Classified Equity
0.26%
Not Classified - Non Equity
0.01%
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