Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.55%
Stock 91.37%
Bond 1.02%
Convertible 0.00%
Preferred 1.94%
Other 5.12%
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Market Capitalization

As of September 30, 2025
Large 69.38%
Mid 5.34%
Small 25.28%
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Region Exposure

% Developed Markets: 85.96%    % Emerging Markets: 8.37%    % Unidentified Markets: 5.67%

Americas 57.36%
51.07%
United States 51.07%
6.28%
Mexico 4.98%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.21%
United Kingdom 3.42%
23.79%
France 10.05%
Germany 1.94%
Ireland 5.33%
Switzerland 6.47%
0.00%
0.00%
Greater Asia 9.76%
Japan 5.00%
2.68%
Australia 2.68%
0.00%
2.09%
Thailand 2.09%
Unidentified Region 5.67%

Stock Sector Exposure

Cyclical
13.04%
Materials
5.49%
Consumer Discretionary
3.19%
Financials
4.36%
Real Estate
0.00%
Sensitive
37.70%
Communication Services
12.63%
Energy
2.87%
Industrials
9.54%
Information Technology
12.66%
Defensive
42.77%
Consumer Staples
22.83%
Health Care
15.16%
Utilities
4.77%
Not Classified
6.49%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.49%
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