Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.42%
Stock 98.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.28%
Other -0.58%
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Market Capitalization

As of September 30, 2025
Large 84.62%
Mid 14.27%
Small 1.11%
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Region Exposure

% Developed Markets: 95.86%    % Emerging Markets: 0.63%    % Unidentified Markets: 3.51%

Americas 1.00%
0.94%
Canada 0.93%
United States 0.00%
0.06%
Mexico 0.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.85%
United Kingdom 13.59%
45.45%
Austria 0.36%
Belgium 0.88%
Denmark 1.76%
Finland 1.02%
France 8.42%
Germany 8.68%
Ireland 0.91%
Italy 2.79%
Netherlands 5.33%
Norway 0.72%
Portugal 0.18%
Spain 2.97%
Sweden 3.21%
Switzerland 8.05%
0.44%
Poland 0.44%
1.37%
Israel 1.37%
Greater Asia 34.64%
Japan 23.62%
7.19%
Australia 6.90%
3.72%
Hong Kong 2.02%
Singapore 1.67%
0.10%
China 0.10%
Unidentified Region 3.51%

Stock Sector Exposure

Cyclical
40.20%
Materials
5.33%
Consumer Discretionary
9.91%
Financials
23.17%
Real Estate
1.79%
Sensitive
34.78%
Communication Services
4.54%
Energy
3.11%
Industrials
18.58%
Information Technology
8.56%
Defensive
20.64%
Consumer Staples
7.21%
Health Care
10.20%
Utilities
3.23%
Not Classified
4.38%
Non Classified Equity
4.38%
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