Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.95%
Stock 98.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.28%
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Market Capitalization

As of September 30, 2025
Large 67.40%
Mid 27.02%
Small 5.58%
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Region Exposure

% Developed Markets: 100.3%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.28%

Americas 1.95%
1.95%
United States 1.95%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 71.98%
United Kingdom 16.98%
54.99%
Belgium 1.91%
Denmark 1.36%
France 8.05%
Germany 1.37%
Ireland 4.37%
Netherlands 11.51%
Portugal 2.15%
Spain 1.04%
Sweden 11.69%
Switzerland 10.10%
0.00%
0.00%
Greater Asia 26.35%
Japan 14.54%
1.41%
Australia 1.41%
10.40%
Hong Kong 6.00%
Singapore 4.40%
0.00%
Unidentified Region -0.28%

Stock Sector Exposure

Cyclical
39.08%
Materials
5.13%
Consumer Discretionary
9.87%
Financials
24.08%
Real Estate
0.00%
Sensitive
41.63%
Communication Services
5.47%
Energy
2.35%
Industrials
23.47%
Information Technology
10.33%
Defensive
19.29%
Consumer Staples
10.39%
Health Care
8.90%
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