Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.19%
Stock 91.05%
Bond 0.93%
Convertible 0.00%
Preferred 6.83%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 74.98%
Mid 21.35%
Small 3.67%
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Region Exposure

% Developed Markets: 84.90%    % Emerging Markets: 13.91%    % Unidentified Markets: 1.19%

Americas 18.73%
4.82%
Canada 3.89%
United States 0.93%
13.91%
Brazil 6.36%
Mexico 7.55%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.14%
United Kingdom 11.12%
43.01%
Austria 0.96%
France 18.82%
Germany 5.56%
Italy 3.11%
Netherlands 6.07%
Spain 1.76%
Switzerland 6.74%
0.00%
Russia 0.00%
0.00%
Greater Asia 25.95%
Japan 12.78%
0.00%
13.17%
Hong Kong 5.84%
Singapore 1.94%
South Korea 3.81%
Taiwan 1.58%
0.00%
Unidentified Region 1.19%

Stock Sector Exposure

Cyclical
27.31%
Materials
2.85%
Consumer Discretionary
15.02%
Financials
7.80%
Real Estate
1.64%
Sensitive
33.43%
Communication Services
5.73%
Energy
6.12%
Industrials
9.84%
Information Technology
11.73%
Defensive
37.24%
Consumer Staples
20.36%
Health Care
15.31%
Utilities
1.57%
Not Classified
2.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.02%
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