Asset Allocation

As of September 30, 2025.
Type % Net
Cash 6.66%
Stock 89.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.84%
Other 2.96%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 80.57%    % Emerging Markets: 16.85%    % Unidentified Markets: 2.58%

Americas 59.24%
53.23%
Canada 2.37%
United States 50.86%
6.01%
Brazil 3.52%
Chile 0.26%
Mexico 1.45%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.14%
United Kingdom 3.31%
12.85%
Austria 0.26%
Belgium 0.30%
Denmark 0.25%
Finland 0.67%
France 3.13%
Germany 0.91%
Ireland 0.51%
Italy 1.74%
Netherlands 1.68%
Norway 0.62%
Portugal 0.22%
Spain 1.39%
Sweden 0.80%
Switzerland 0.15%
1.45%
Czech Republic 0.35%
Poland 1.10%
1.53%
Israel 0.10%
South Africa 1.44%
Greater Asia 19.04%
Japan 0.73%
0.95%
Australia 0.95%
8.63%
Hong Kong 3.08%
Singapore 0.72%
South Korea 1.71%
Taiwan 3.12%
8.74%
China 2.64%
India 2.69%
Indonesia 1.09%
Malaysia 0.80%
Thailand 1.51%
Unidentified Region 2.58%

Stock Sector Exposure

Cyclical
37.20%
Materials
5.52%
Consumer Discretionary
8.23%
Financials
23.45%
Real Estate
0.00%
Sensitive
31.54%
Communication Services
7.44%
Energy
12.93%
Industrials
7.68%
Information Technology
3.49%
Defensive
31.06%
Consumer Staples
9.19%
Health Care
3.59%
Utilities
18.29%
Not Classified
0.20%
Non Classified Equity
0.20%
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