Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.71%
Stock 90.94%
Bond 0.00%
Convertible 0.00%
Preferred 2.17%
Other 4.18%
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Market Capitalization

As of September 30, 2025
Large 74.97%
Mid 23.02%
Small 2.01%
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Region Exposure

% Developed Markets: 80.98%    % Emerging Markets: 15.97%    % Unidentified Markets: 3.05%

Americas 16.53%
10.38%
Canada 5.22%
United States 5.16%
6.14%
Brazil 6.14%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.47%
United Kingdom 4.39%
40.08%
Finland 2.73%
France 7.99%
Germany 5.84%
Italy 1.69%
Netherlands 7.08%
Norway 2.11%
Spain 6.87%
Sweden 3.04%
Switzerland 2.74%
0.00%
0.00%
Greater Asia 35.96%
Japan 7.64%
1.34%
Australia 1.34%
17.15%
Hong Kong 5.36%
Singapore 1.13%
South Korea 7.18%
9.83%
China 7.93%
Indonesia 1.90%
Unidentified Region 3.05%

Stock Sector Exposure

Cyclical
60.41%
Materials
10.57%
Consumer Discretionary
27.81%
Financials
20.17%
Real Estate
1.86%
Sensitive
30.05%
Communication Services
0.00%
Energy
4.92%
Industrials
6.39%
Information Technology
18.73%
Defensive
4.98%
Consumer Staples
2.76%
Health Care
2.22%
Utilities
0.00%
Not Classified
4.57%
Non Classified Equity
2.25%
Not Classified - Non Equity
2.32%
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