Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.98%
Stock 93.67%
Bond 0.00%
Convertible 0.00%
Preferred 2.78%
Other -0.43%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 92.21%
Mid 7.11%
Small 0.67%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.18%    % Emerging Markets: 8.68%    % Unidentified Markets: 2.14%

Americas 7.43%
4.57%
Canada 4.57%
2.86%
Brazil 0.54%
Mexico 2.32%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.97%
United Kingdom 16.86%
42.11%
Finland 0.04%
France 7.28%
Germany 9.84%
Ireland 4.07%
Italy 7.55%
Netherlands 2.49%
Norway 1.39%
Spain 2.34%
Sweden 1.42%
Switzerland 5.70%
0.00%
0.00%
Greater Asia 31.46%
Japan 16.81%
1.92%
Australia 1.92%
6.91%
Singapore 0.98%
South Korea 2.78%
Taiwan 3.14%
5.82%
China 5.82%
Unidentified Region 2.14%

Stock Sector Exposure

Cyclical
47.89%
Materials
6.34%
Consumer Discretionary
8.17%
Financials
33.33%
Real Estate
0.04%
Sensitive
32.00%
Communication Services
6.57%
Energy
4.54%
Industrials
14.74%
Information Technology
6.15%
Defensive
18.90%
Consumer Staples
8.02%
Health Care
3.30%
Utilities
7.58%
Not Classified
1.21%
Non Classified Equity
1.21%
Not Classified - Non Equity
0.00%
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