Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.50%
Stock 97.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.52%
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Market Capitalization

As of September 30, 2025
Large 55.19%
Mid 31.83%
Small 12.98%
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Region Exposure

% Developed Markets: 99.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.53%

Americas 35.14%
32.73%
Canada 0.35%
United States 32.38%
2.40%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.20%
United Kingdom 16.20%
39.00%
Denmark 1.94%
Finland 1.52%
France 12.74%
Germany 2.37%
Ireland 6.56%
Italy 2.21%
Netherlands 4.00%
Spain 3.49%
Sweden 0.60%
Switzerland 3.57%
0.00%
0.00%
Greater Asia 9.13%
Japan 6.90%
0.00%
2.24%
Singapore 0.55%
South Korea 1.68%
0.00%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
36.75%
Materials
6.16%
Consumer Discretionary
2.35%
Financials
28.24%
Real Estate
0.00%
Sensitive
39.08%
Communication Services
3.21%
Energy
7.30%
Industrials
21.49%
Information Technology
7.09%
Defensive
24.17%
Consumer Staples
9.38%
Health Care
12.56%
Utilities
2.23%
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