Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.69%
Stock 95.58%
Bond 0.58%
Convertible 0.00%
Preferred 1.96%
Other 1.19%
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Market Capitalization

As of September 30, 2025
Large 12.88%
Mid 26.10%
Small 61.02%
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Region Exposure

% Developed Markets: 83.26%    % Emerging Markets: 16.05%    % Unidentified Markets: 0.69%

Americas 24.57%
14.62%
Canada 11.45%
United States 3.17%
9.95%
Brazil 3.73%
Mexico 5.48%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.17%
United Kingdom 15.14%
35.81%
Austria 1.05%
Belgium 1.97%
France 8.19%
Germany 2.36%
Ireland 4.83%
Spain 5.17%
Switzerland 5.13%
2.23%
0.00%
Greater Asia 21.56%
Japan 8.87%
0.00%
10.18%
Hong Kong 5.46%
South Korea 4.72%
2.52%
Indonesia 2.52%
Unidentified Region 0.69%

Stock Sector Exposure

Cyclical
24.96%
Materials
4.63%
Consumer Discretionary
5.15%
Financials
10.62%
Real Estate
4.56%
Sensitive
45.83%
Communication Services
8.14%
Energy
2.50%
Industrials
29.65%
Information Technology
5.54%
Defensive
27.94%
Consumer Staples
13.33%
Health Care
13.41%
Utilities
1.20%
Not Classified
1.27%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.27%
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