Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.75%
Stock 98.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.88%
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Market Capitalization

As of September 30, 2025
Large 80.25%
Mid 15.85%
Small 3.90%
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Region Exposure

% Developed Markets: 81.96%    % Emerging Markets: 16.89%    % Unidentified Markets: 1.15%

Americas 8.92%
5.08%
Canada 4.06%
United States 1.03%
3.83%
Brazil 1.27%
Mexico 0.49%
Peru 0.29%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.14%
United Kingdom 11.94%
37.15%
Austria 0.88%
Belgium 0.77%
Denmark 1.14%
Finland 0.51%
France 6.16%
Germany 7.12%
Ireland 2.09%
Italy 5.15%
Netherlands 3.73%
Norway 0.49%
Spain 3.38%
Sweden 1.69%
Switzerland 3.26%
0.14%
Poland 0.14%
2.91%
South Africa 2.00%
United Arab Emirates 0.91%
Greater Asia 37.79%
Japan 9.11%
1.19%
Australia 1.19%
15.90%
Hong Kong 3.70%
Singapore 2.15%
South Korea 1.91%
Taiwan 8.13%
11.59%
China 4.87%
India 5.68%
Indonesia 0.69%
Thailand 0.36%
Unidentified Region 1.15%

Stock Sector Exposure

Cyclical
42.38%
Materials
2.80%
Consumer Discretionary
13.08%
Financials
25.61%
Real Estate
0.88%
Sensitive
48.94%
Communication Services
8.24%
Energy
1.15%
Industrials
22.15%
Information Technology
17.40%
Defensive
8.69%
Consumer Staples
2.04%
Health Care
4.67%
Utilities
1.98%
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