Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.13%
Stock 98.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 74.64%
Mid 18.46%
Small 6.90%
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Region Exposure

% Developed Markets: 78.97%    % Emerging Markets: 19.90%    % Unidentified Markets: 1.13%

Americas 12.05%
6.82%
Canada 5.51%
United States 1.31%
5.23%
Brazil 1.02%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.00%
United Kingdom 3.01%
44.77%
Denmark 5.14%
Finland 0.92%
France 6.19%
Germany 7.03%
Ireland 9.27%
Italy 2.36%
Netherlands 5.13%
Spain 1.53%
Sweden 2.34%
Switzerland 3.43%
0.00%
2.21%
Israel 0.88%
South Africa 1.33%
Greater Asia 36.83%
Japan 10.84%
0.00%
12.64%
Hong Kong 1.84%
Singapore 2.70%
South Korea 2.65%
Taiwan 5.45%
13.34%
China 9.96%
India 2.58%
Kazakhstan 0.81%
Unidentified Region 1.13%

Stock Sector Exposure

Cyclical
39.52%
Materials
6.27%
Consumer Discretionary
15.53%
Financials
17.73%
Real Estate
0.00%
Sensitive
48.95%
Communication Services
10.18%
Energy
0.00%
Industrials
16.50%
Information Technology
22.27%
Defensive
10.71%
Consumer Staples
4.84%
Health Care
5.87%
Utilities
0.00%
Not Classified
0.81%
Non Classified Equity
0.81%
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