Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.22%
Stock 99.84%
Bond 0.16%
Convertible 0.00%
Preferred 0.00%
Other -0.22%
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Market Capitalization

As of September 30, 2025
Large 85.81%
Mid 11.76%
Small 2.43%
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Region Exposure

% Developed Markets: 98.24%    % Emerging Markets: 1.78%    % Unidentified Markets: -0.01%

Americas 54.42%
54.42%
United States 54.42%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.52%
United Kingdom 9.94%
23.58%
France 9.86%
Germany 1.99%
Netherlands 5.19%
Switzerland 6.54%
0.00%
0.00%
Greater Asia 12.07%
Japan 1.60%
1.68%
Australia 1.68%
7.01%
Hong Kong 2.74%
Singapore 2.20%
Taiwan 2.07%
1.78%
India 1.78%
Unidentified Region -0.01%

Stock Sector Exposure

Cyclical
34.13%
Materials
1.95%
Consumer Discretionary
13.74%
Financials
18.44%
Real Estate
0.00%
Sensitive
42.86%
Communication Services
7.90%
Energy
0.00%
Industrials
12.77%
Information Technology
22.19%
Defensive
22.70%
Consumer Staples
9.44%
Health Care
11.20%
Utilities
2.06%
Not Classified
0.31%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.31%
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