Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.09%
Stock 95.69%
Bond 1.84%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
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Market Capitalization

As of September 30, 2025
Large 54.83%
Mid 29.33%
Small 15.84%
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Region Exposure

% Developed Markets: 91.98%    % Emerging Markets: 5.55%    % Unidentified Markets: 2.47%

Americas 16.90%
12.69%
Canada 7.56%
United States 5.13%
4.21%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.41%
United Kingdom 8.63%
40.75%
Denmark 4.60%
France 2.97%
Germany 6.37%
Ireland 2.13%
Italy 2.55%
Netherlands 5.21%
Norway 1.85%
Spain 1.64%
Switzerland 11.22%
0.00%
10.03%
Israel 10.03%
Greater Asia 21.22%
Japan 8.01%
11.04%
Australia 8.22%
0.83%
Hong Kong 0.83%
1.34%
China 1.34%
Unidentified Region 2.47%

Stock Sector Exposure

Cyclical
26.02%
Materials
6.47%
Consumer Discretionary
7.52%
Financials
12.03%
Real Estate
0.00%
Sensitive
54.08%
Communication Services
8.19%
Energy
0.00%
Industrials
12.02%
Information Technology
33.87%
Defensive
15.96%
Consumer Staples
2.95%
Health Care
13.01%
Utilities
0.00%
Not Classified
3.94%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.94%
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