Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.20%
Stock 98.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.32%
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Market Capitalization

As of September 30, 2025
Large 86.34%
Mid 12.58%
Small 1.07%
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Region Exposure

% Developed Markets: 97.05%    % Emerging Markets: 1.43%    % Unidentified Markets: 1.51%

Americas 5.53%
5.00%
Canada 4.49%
United States 0.51%
0.53%
Brazil 0.53%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.04%
United Kingdom 14.97%
53.07%
Austria 0.89%
Belgium 1.00%
Denmark 0.72%
France 15.01%
Germany 10.71%
Ireland 3.78%
Italy 2.39%
Netherlands 8.41%
Spain 2.37%
Sweden 1.57%
Switzerland 5.12%
0.00%
0.00%
Greater Asia 24.92%
Japan 17.21%
1.81%
Australia 1.23%
5.00%
Hong Kong 2.94%
Singapore 0.75%
Taiwan 1.32%
0.90%
India 0.90%
Unidentified Region 1.51%

Stock Sector Exposure

Cyclical
39.56%
Materials
5.35%
Consumer Discretionary
16.39%
Financials
17.82%
Real Estate
0.00%
Sensitive
41.44%
Communication Services
1.10%
Energy
2.19%
Industrials
22.80%
Information Technology
15.36%
Defensive
18.99%
Consumer Staples
4.74%
Health Care
11.57%
Utilities
2.67%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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