Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.08%
Stock 99.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.34%
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Market Capitalization

As of September 30, 2025
Large 72.38%
Mid 19.28%
Small 8.33%
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Region Exposure

% Developed Markets: 94.83%    % Emerging Markets: 4.82%    % Unidentified Markets: 0.34%

Americas 28.57%
25.95%
Canada -0.10%
United States 26.05%
2.62%
Mexico 2.62%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.65%
United Kingdom 11.00%
28.64%
Denmark 2.67%
Finland 9.03%
France 2.90%
Germany 2.19%
Ireland 3.27%
Norway 1.01%
Switzerland 4.56%
0.00%
0.00%
Greater Asia 31.44%
Japan 15.23%
0.00%
14.01%
Hong Kong 4.47%
Singapore 3.85%
South Korea 3.73%
Taiwan 1.96%
2.20%
India 2.20%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
41.92%
Materials
12.13%
Consumer Discretionary
10.06%
Financials
19.73%
Real Estate
0.00%
Sensitive
45.30%
Communication Services
3.96%
Energy
4.07%
Industrials
18.70%
Information Technology
18.57%
Defensive
12.78%
Consumer Staples
1.96%
Health Care
10.82%
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