Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.83%
Stock 98.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of September 30, 2025
Large 91.08%
Mid 3.95%
Small 4.97%
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Region Exposure

% Developed Markets: 78.07%    % Emerging Markets: 22.03%    % Unidentified Markets: -0.10%

Americas 28.91%
19.08%
Canada 7.24%
United States 11.84%
9.83%
Brazil 2.17%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.31%
United Kingdom 8.59%
35.72%
Belgium 1.49%
Denmark 3.44%
France 6.03%
Germany 4.60%
Ireland 2.76%
Netherlands 7.93%
Switzerland 9.47%
0.00%
0.00%
Greater Asia 26.87%
Japan 2.54%
4.28%
Australia 4.28%
7.85%
Hong Kong 2.24%
Singapore 5.62%
12.20%
China 12.20%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
37.59%
Materials
0.00%
Consumer Discretionary
30.44%
Financials
7.15%
Real Estate
0.00%
Sensitive
34.68%
Communication Services
8.26%
Energy
0.00%
Industrials
5.08%
Information Technology
21.34%
Defensive
27.73%
Consumer Staples
10.82%
Health Care
16.91%
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