Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.00%
Stock 96.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.12%
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Market Capitalization

As of September 30, 2025
Large 48.17%
Mid 23.25%
Small 28.58%
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Region Exposure

% Developed Markets: 97.12%    % Emerging Markets: 2.79%    % Unidentified Markets: 0.10%

Americas 60.58%
57.79%
Canada 1.24%
United States 56.55%
2.79%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.35%
United Kingdom 7.21%
24.14%
Denmark 0.02%
Finland 1.77%
France 2.41%
Germany 3.04%
Ireland 2.34%
Italy 4.35%
Netherlands 5.23%
Norway 1.37%
Spain 2.58%
Sweden 0.01%
Switzerland 1.02%
0.00%
0.00%
Greater Asia 7.98%
Japan 5.61%
2.21%
Australia 2.21%
0.15%
Hong Kong 0.15%
0.00%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
25.14%
Materials
2.43%
Consumer Discretionary
5.98%
Financials
14.75%
Real Estate
1.98%
Sensitive
57.75%
Communication Services
1.98%
Energy
0.00%
Industrials
30.73%
Information Technology
25.03%
Defensive
17.11%
Consumer Staples
0.00%
Health Care
13.96%
Utilities
3.16%
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