Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.23%
Stock 99.57%
Bond 0.22%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of September 30, 2025
Large 48.35%
Mid 42.94%
Small 8.72%
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Region Exposure

% Developed Markets: 90.44%    % Emerging Markets: 9.33%    % Unidentified Markets: 0.23%

Americas 72.17%
66.76%
Canada 7.30%
United States 59.46%
5.41%
Brazil 2.59%
Mexico 2.82%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.63%
United Kingdom 5.72%
6.91%
France 3.80%
Italy 1.64%
Spain 1.47%
0.00%
0.00%
Greater Asia 14.98%
Japan 5.48%
4.11%
Australia 4.11%
1.46%
Hong Kong 1.46%
3.92%
Philippines 2.04%
Thailand 1.88%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
4.84%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
4.84%
Sensitive
42.92%
Communication Services
1.47%
Energy
14.92%
Industrials
26.53%
Information Technology
0.00%
Defensive
51.78%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
51.78%
Not Classified
0.46%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.46%
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