Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.43%
Stock 98.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of September 30, 2025
Large 70.06%
Mid 18.04%
Small 11.90%
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Region Exposure

% Developed Markets: 78.95%    % Emerging Markets: 20.87%    % Unidentified Markets: 0.18%

Americas 13.56%
8.60%
Canada 5.07%
United States 3.53%
4.96%
Brazil 0.82%
Chile 0.28%
Peru 1.55%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.83%
United Kingdom 4.82%
34.69%
Denmark 0.33%
France 7.46%
Germany 3.05%
Greece 0.89%
Ireland 3.94%
Italy 0.87%
Netherlands 8.59%
Spain 3.43%
Sweden 1.48%
Switzerland 2.26%
0.00%
Russia 0.00%
3.32%
Israel 3.32%
Greater Asia 43.43%
Japan 11.93%
3.11%
Australia 3.11%
10.17%
Hong Kong 1.25%
South Korea 4.68%
Taiwan 4.24%
18.23%
China 9.84%
India 8.39%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
41.86%
Materials
11.01%
Consumer Discretionary
10.99%
Financials
19.57%
Real Estate
0.29%
Sensitive
41.66%
Communication Services
5.56%
Energy
3.88%
Industrials
15.52%
Information Technology
16.69%
Defensive
16.49%
Consumer Staples
5.42%
Health Care
11.06%
Utilities
0.00%
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