Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.29%
Stock 98.94%
Bond 0.19%
Convertible 0.00%
Preferred 0.00%
Other 0.58%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 72.15%
Mid 22.18%
Small 5.66%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 80.62%    % Emerging Markets: 18.60%    % Unidentified Markets: 0.78%

Americas 10.26%
7.04%
Canada 6.85%
United States 0.19%
3.22%
Brazil 1.23%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.42%
United Kingdom 12.40%
39.74%
Denmark 5.71%
France 6.50%
Germany 3.67%
Ireland 6.34%
Netherlands 8.71%
Sweden 7.79%
Switzerland 1.03%
0.00%
6.27%
Israel 6.27%
Greater Asia 30.54%
Japan 0.01%
2.28%
Australia 0.53%
12.87%
Hong Kong 1.87%
Singapore 3.74%
Taiwan 7.26%
15.38%
China 13.79%
India 1.59%
Unidentified Region 0.78%

Stock Sector Exposure

Cyclical
24.20%
Materials
0.00%
Consumer Discretionary
16.68%
Financials
7.52%
Real Estate
0.00%
Sensitive
66.30%
Communication Services
6.94%
Energy
0.00%
Industrials
27.57%
Information Technology
31.79%
Defensive
8.06%
Consumer Staples
1.87%
Health Care
6.19%
Utilities
0.00%
Not Classified
1.45%
Non Classified Equity
1.08%
Not Classified - Non Equity
0.37%
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