Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.80%
Stock 98.36%
Bond 0.75%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of September 30, 2025
Large 67.88%
Mid 18.80%
Small 13.32%
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Region Exposure

% Developed Markets: 90.13%    % Emerging Markets: 9.10%    % Unidentified Markets: 0.77%

Americas 64.67%
59.15%
Canada 4.55%
United States 54.60%
5.51%
Brazil 3.57%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.62%
United Kingdom 5.53%
16.09%
Denmark 0.02%
France 1.76%
Germany 1.62%
Ireland 3.07%
Italy 2.58%
Norway 0.02%
Sweden 0.00%
Switzerland 4.99%
0.00%
0.00%
Greater Asia 12.94%
Japan 2.86%
0.00%
6.50%
Hong Kong 2.40%
Singapore 1.17%
Taiwan 2.94%
3.58%
China 2.56%
India 1.03%
Unidentified Region 0.77%

Stock Sector Exposure

Cyclical
19.90%
Materials
1.23%
Consumer Discretionary
5.65%
Financials
13.01%
Real Estate
0.00%
Sensitive
58.02%
Communication Services
2.04%
Energy
2.09%
Industrials
18.18%
Information Technology
35.70%
Defensive
20.66%
Consumer Staples
2.82%
Health Care
12.82%
Utilities
5.02%
Not Classified
1.43%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.43%
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