Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.71%
Stock 98.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.18%
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Market Capitalization

As of September 30, 2025
Large 65.67%
Mid 19.23%
Small 15.09%
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Region Exposure

% Developed Markets: 93.72%    % Emerging Markets: 6.05%    % Unidentified Markets: 0.23%

Americas 68.96%
66.44%
Canada 3.68%
United States 62.76%
2.53%
Brazil 1.91%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.49%
United Kingdom 0.36%
15.01%
Denmark 0.79%
France 1.57%
Ireland 4.67%
Netherlands 5.83%
Sweden 0.53%
Switzerland 0.92%
0.00%
0.12%
Israel 0.12%
Greater Asia 15.32%
Japan 4.64%
0.00%
7.16%
Hong Kong 1.18%
Singapore 1.35%
South Korea 0.79%
Taiwan 3.83%
3.53%
China 2.69%
India 0.84%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
41.54%
Materials
4.98%
Consumer Discretionary
22.47%
Financials
12.92%
Real Estate
1.17%
Sensitive
48.97%
Communication Services
9.94%
Energy
1.39%
Industrials
11.04%
Information Technology
26.60%
Defensive
8.85%
Consumer Staples
1.04%
Health Care
7.81%
Utilities
0.00%
Not Classified
0.64%
Non Classified Equity
0.64%
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