Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.44%
Stock 98.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 7.02%
Mid 29.47%
Small 63.51%
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Region Exposure

% Developed Markets: 95.78%    % Emerging Markets: 4.21%    % Unidentified Markets: 0.01%

Americas 49.12%
49.12%
Canada 9.74%
United States 39.38%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.19%
United Kingdom 25.47%
15.43%
Germany 1.66%
Italy 3.65%
Netherlands 3.04%
Sweden 2.66%
Switzerland 2.94%
1.79%
Poland 1.79%
1.49%
Israel 1.49%
Greater Asia 6.68%
Japan 2.43%
4.25%
Australia 3.09%
0.00%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
33.64%
Materials
2.37%
Consumer Discretionary
12.70%
Financials
9.68%
Real Estate
8.89%
Sensitive
53.93%
Communication Services
0.00%
Energy
0.00%
Industrials
30.98%
Information Technology
22.95%
Defensive
12.43%
Consumer Staples
5.56%
Health Care
6.87%
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