Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.23%
Stock 97.14%
Bond 0.68%
Convertible 0.00%
Preferred 0.49%
Other 0.45%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 12.30%
Mid 51.31%
Small 36.39%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 80.54%    % Emerging Markets: 18.17%    % Unidentified Markets: 1.29%

Americas 11.93%
10.99%
Canada 10.03%
United States 0.96%
0.94%
Brazil 0.93%
Chile 0.00%
Mexico 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.57%
United Kingdom 8.41%
12.86%
Austria 0.02%
Belgium 0.60%
Denmark 1.03%
Finland 0.02%
France 0.97%
Germany 2.53%
Greece 0.00%
Ireland 0.01%
Italy 3.35%
Netherlands 0.03%
Norway 1.15%
Portugal 0.41%
Spain 1.29%
Sweden 0.72%
Switzerland 0.44%
0.36%
Czech Republic 0.00%
Poland 0.03%
Turkey 0.33%
1.93%
Egypt 0.00%
Israel 0.44%
Qatar 0.00%
Saudi Arabia 0.02%
South Africa 1.19%
United Arab Emirates 0.26%
Greater Asia 63.22%
Japan 21.34%
4.30%
Australia 4.29%
21.92%
Hong Kong 3.41%
Singapore 2.39%
South Korea 8.46%
Taiwan 7.67%
15.66%
China 6.46%
India 4.88%
Indonesia 2.24%
Malaysia 0.82%
Philippines 0.00%
Thailand 1.25%
Unidentified Region 1.29%

Stock Sector Exposure

Cyclical
36.98%
Materials
8.82%
Consumer Discretionary
10.71%
Financials
12.11%
Real Estate
5.35%
Sensitive
48.83%
Communication Services
7.89%
Energy
1.54%
Industrials
23.05%
Information Technology
16.35%
Defensive
12.43%
Consumer Staples
2.16%
Health Care
4.87%
Utilities
5.40%
Not Classified
1.77%
Non Classified Equity
0.01%
Not Classified - Non Equity
1.75%
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