Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.04%
Stock 97.73%
Bond 0.48%
Convertible 0.00%
Preferred 0.00%
Other -0.25%
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Market Capitalization

As of September 30, 2025
Large 86.49%
Mid 10.40%
Small 3.12%
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Region Exposure

% Developed Markets: 90.75%    % Emerging Markets: 8.97%    % Unidentified Markets: 0.28%

Americas 5.44%
4.06%
United States 4.06%
1.37%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.29%
United Kingdom 20.79%
41.35%
Belgium 1.87%
Denmark 3.48%
France 12.53%
Germany 7.07%
Greece 1.26%
Ireland 2.74%
Italy 2.27%
Netherlands 2.00%
Spain 0.74%
Switzerland 7.40%
1.15%
Russia 0.60%
0.00%
Greater Asia 30.99%
Japan 4.94%
0.00%
19.61%
Hong Kong 3.79%
Singapore 0.15%
South Korea 13.75%
Taiwan 1.92%
6.45%
China 6.45%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
40.33%
Materials
6.75%
Consumer Discretionary
6.45%
Financials
25.19%
Real Estate
1.93%
Sensitive
42.23%
Communication Services
4.70%
Energy
0.00%
Industrials
34.77%
Information Technology
2.76%
Defensive
16.50%
Consumer Staples
3.29%
Health Care
2.63%
Utilities
10.59%
Not Classified
0.94%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.94%
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