Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.43%
Stock 97.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 85.28%
Mid 11.50%
Small 3.23%
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Region Exposure

% Developed Markets: 73.42%    % Emerging Markets: 24.14%    % Unidentified Markets: 2.43%

Americas 26.54%
11.91%
Canada 3.26%
United States 8.64%
14.64%
Brazil 2.41%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.68%
United Kingdom 3.64%
42.03%
Denmark 0.62%
France 7.47%
Germany 3.09%
Ireland 2.81%
Italy 4.13%
Netherlands 10.08%
Sweden 2.56%
0.00%
0.00%
Greater Asia 25.35%
Japan 0.93%
0.00%
14.91%
Singapore 6.19%
Taiwan 8.72%
9.51%
China 9.51%
Unidentified Region 2.43%

Stock Sector Exposure

Cyclical
54.72%
Materials
0.00%
Consumer Discretionary
42.79%
Financials
11.92%
Real Estate
0.00%
Sensitive
38.82%
Communication Services
16.03%
Energy
0.00%
Industrials
1.70%
Information Technology
21.09%
Defensive
6.46%
Consumer Staples
2.99%
Health Care
3.48%
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