Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.54%
Stock 96.11%
Bond 1.54%
Convertible 0.00%
Preferred 0.42%
Other 2.46%
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Market Capitalization

As of September 30, 2025
Large 84.16%
Mid 14.66%
Small 1.18%
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Region Exposure

% Developed Markets: 95.89%    % Emerging Markets: 0.03%    % Unidentified Markets: 4.08%

Americas -0.70%
-0.73%
United States -0.73%
0.03%
Mexico 0.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.29%
United Kingdom 14.15%
49.36%
Austria 0.43%
Belgium 0.62%
Denmark 0.99%
Finland 1.74%
France 11.42%
Germany 10.08%
Ireland 0.72%
Italy 2.79%
Netherlands 4.53%
Norway 1.01%
Portugal 0.21%
Spain 3.32%
Sweden 2.60%
Switzerland 8.90%
0.00%
0.78%
Israel 0.78%
Greater Asia 32.33%
Japan 21.18%
7.61%
Australia 6.91%
3.54%
Hong Kong 2.44%
Singapore 1.09%
0.00%
Unidentified Region 4.08%

Stock Sector Exposure

Cyclical
39.13%
Materials
3.99%
Consumer Discretionary
9.73%
Financials
24.57%
Real Estate
0.85%
Sensitive
38.46%
Communication Services
5.29%
Energy
3.52%
Industrials
19.56%
Information Technology
10.08%
Defensive
19.09%
Consumer Staples
5.89%
Health Care
10.74%
Utilities
2.47%
Not Classified
3.31%
Non Classified Equity
0.32%
Not Classified - Non Equity
2.99%
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