Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.20%
Stock 97.76%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 1.97%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 35.84%
Mid 26.88%
Small 37.28%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.12%    % Emerging Markets: 11.58%    % Unidentified Markets: 0.29%

Americas 36.44%
30.55%
Canada 3.05%
United States 27.50%
5.89%
Brazil 2.91%
Chile 2.07%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.02%
United Kingdom 3.92%
35.60%
Austria 0.88%
Belgium 1.43%
Denmark 3.62%
Finland 0.90%
France 4.69%
Germany 5.70%
Ireland 3.04%
Italy 3.30%
Netherlands 0.43%
Norway 1.23%
Portugal 1.03%
Spain 4.49%
Sweden 2.31%
Switzerland 2.55%
0.00%
0.50%
Israel 0.50%
South Africa 0.00%
Greater Asia 23.24%
Japan 4.92%
2.51%
9.20%
Hong Kong 0.93%
Singapore 0.53%
South Korea 2.94%
Taiwan 4.80%
6.61%
China 5.29%
India 1.32%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
16.66%
Materials
5.35%
Consumer Discretionary
8.59%
Financials
0.58%
Real Estate
2.14%
Sensitive
54.40%
Communication Services
0.61%
Energy
1.61%
Industrials
37.78%
Information Technology
14.39%
Defensive
28.80%
Consumer Staples
2.21%
Health Care
0.00%
Utilities
26.59%
Not Classified
0.14%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.14%
As of September 30, 2025
View Region Exposure
Start Trial

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