Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.22%
Stock 81.44%
Bond 12.00%
Convertible 0.00%
Preferred 0.00%
Other 5.34%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 0.00%
Mid 15.90%
Small 84.10%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.58%    % Emerging Markets: 1.07%    % Unidentified Markets: 5.35%

Americas 17.25%
17.25%
Canada 2.45%
United States 14.81%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.05%
United Kingdom 24.52%
27.49%
France 5.26%
Ireland 10.31%
Italy 1.35%
Netherlands 4.73%
Norway 0.19%
Switzerland 5.66%
0.00%
1.04%
South Africa 1.04%
Greater Asia 24.34%
Japan 14.91%
3.39%
Australia 3.39%
6.01%
Hong Kong 3.61%
South Korea 2.40%
0.03%
India 0.03%
Unidentified Region 5.35%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
37.27%
Materials
11.42%
Consumer Discretionary
16.46%
Financials
8.19%
Real Estate
1.21%
Sensitive
44.47%
Communication Services
3.13%
Energy
0.00%
Industrials
16.42%
Information Technology
24.93%
Defensive
5.24%
Consumer Staples
2.40%
Health Care
2.84%
Utilities
0.00%
Not Classified
13.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
13.02%
As of September 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
View Bond Maturity Exposure
Start Trial