Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.37%
Stock 98.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.63%
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Market Capitalization

As of September 30, 2025
Large 61.71%
Mid 19.18%
Small 19.12%
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Region Exposure

% Developed Markets: 86.48%    % Emerging Markets: 13.54%    % Unidentified Markets: -0.02%

Americas 51.30%
50.14%
Canada 7.69%
United States 42.45%
1.15%
Brazil 0.04%
Chile 0.10%
Peru 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.25%
United Kingdom 0.14%
19.40%
Denmark 1.11%
France 1.38%
Germany 0.08%
Greece 1.60%
Ireland 0.71%
Italy 1.39%
Netherlands 2.75%
Norway 0.05%
Spain 2.65%
Sweden 1.25%
Switzerland 6.44%
0.39%
Turkey 0.05%
1.32%
Israel 1.21%
South Africa 0.11%
Greater Asia 27.48%
Japan 1.51%
1.00%
Australia 1.00%
12.06%
Hong Kong 0.77%
Singapore 0.87%
South Korea 3.60%
Taiwan 6.82%
12.90%
China 9.51%
India 0.14%
Indonesia 0.09%
Malaysia 0.49%
Thailand 2.68%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
29.87%
Materials
0.86%
Consumer Discretionary
7.74%
Financials
21.22%
Real Estate
0.04%
Sensitive
46.56%
Communication Services
14.76%
Energy
5.48%
Industrials
7.92%
Information Technology
18.40%
Defensive
23.57%
Consumer Staples
3.72%
Health Care
19.82%
Utilities
0.03%
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