Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.22%
Stock 98.76%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of September 30, 2025
Large 70.82%
Mid 17.69%
Small 11.49%
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Region Exposure

% Developed Markets: 93.97%    % Emerging Markets: 6.00%    % Unidentified Markets: 0.02%

Americas 5.33%
1.22%
Canada 1.22%
4.11%
Brazil 0.01%
Mexico 4.10%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.09%
United Kingdom 21.85%
43.24%
Denmark 4.08%
Finland 9.23%
France 4.85%
Germany 5.94%
Ireland 2.73%
Italy 1.41%
Norway 1.94%
Spain 5.38%
Switzerland 4.70%
0.00%
0.00%
Greater Asia 29.56%
Japan 13.60%
0.00%
14.06%
Hong Kong 4.14%
Singapore 4.04%
South Korea 4.17%
Taiwan 1.70%
1.90%
India 1.90%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
44.01%
Materials
12.57%
Consumer Discretionary
6.21%
Financials
25.22%
Real Estate
0.00%
Sensitive
48.11%
Communication Services
0.00%
Energy
4.71%
Industrials
22.86%
Information Technology
20.54%
Defensive
7.88%
Consumer Staples
2.07%
Health Care
5.81%
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