Asset Allocation

As of September 30, 2025.
Type % Net
Cash 12.27%
Stock 86.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.14%
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Market Capitalization

As of September 30, 2025
Large 12.24%
Mid 40.43%
Small 47.33%
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Region Exposure

% Developed Markets: 95.36%    % Emerging Markets: 3.49%    % Unidentified Markets: 1.15%

Americas 36.15%
32.68%
Canada 2.81%
United States 29.87%
3.48%
Mexico 3.48%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.98%
United Kingdom 14.27%
39.71%
Denmark 3.06%
Finland 9.44%
Germany 11.22%
Ireland 4.86%
Italy 6.47%
Norway 0.00%
Switzerland 0.50%
0.00%
0.00%
Greater Asia 8.72%
Japan 4.52%
0.00%
4.19%
Hong Kong 4.19%
0.02%
Philippines 0.02%
Unidentified Region 1.15%

Stock Sector Exposure

Cyclical
32.80%
Materials
10.12%
Consumer Discretionary
7.06%
Financials
15.62%
Real Estate
0.00%
Sensitive
51.64%
Communication Services
4.95%
Energy
0.00%
Industrials
33.70%
Information Technology
12.99%
Defensive
15.55%
Consumer Staples
5.14%
Health Care
10.41%
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