Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.10%
Stock 96.34%
Bond 1.80%
Convertible 0.00%
Preferred 0.03%
Other 0.72%
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Market Capitalization

As of September 30, 2025
Large 79.56%
Mid 17.18%
Small 3.26%
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Region Exposure

% Developed Markets: 93.25%    % Emerging Markets: 4.27%    % Unidentified Markets: 2.49%

Americas 8.15%
5.91%
Canada 2.04%
United States 3.87%
2.25%
Brazil 0.84%
Chile 0.02%
Mexico 0.24%
Peru 0.23%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.96%
United Kingdom 18.33%
40.23%
Austria 0.21%
Belgium 0.04%
Denmark 1.56%
Finland 0.45%
France 10.10%
Germany 8.99%
Greece 0.03%
Ireland 1.96%
Italy 3.08%
Netherlands 3.93%
Norway 0.75%
Portugal 0.01%
Spain 1.64%
Sweden 1.02%
Switzerland 4.95%
0.00%
0.41%
Israel 0.25%
South Africa 0.15%
Greater Asia 30.40%
Japan 17.21%
1.45%
Australia 1.43%
9.37%
Hong Kong 3.34%
Singapore 2.54%
South Korea 0.81%
Taiwan 2.58%
2.37%
China 1.24%
India 0.95%
Indonesia 0.12%
Thailand 0.07%
Unidentified Region 2.49%

Stock Sector Exposure

Cyclical
34.95%
Materials
6.04%
Consumer Discretionary
10.68%
Financials
17.95%
Real Estate
0.27%
Sensitive
39.42%
Communication Services
4.12%
Energy
3.01%
Industrials
21.23%
Information Technology
11.06%
Defensive
21.77%
Consumer Staples
8.30%
Health Care
10.26%
Utilities
3.20%
Not Classified
3.87%
Non Classified Equity
1.16%
Not Classified - Non Equity
2.71%
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