Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.62%
Stock 96.19%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
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Market Capitalization

As of September 30, 2025
Large 16.49%
Mid 42.77%
Small 40.74%
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Region Exposure

% Developed Markets: 88.36%    % Emerging Markets: 11.46%    % Unidentified Markets: 0.19%

Americas 12.92%
10.64%
Canada 3.78%
United States 6.86%
2.28%
Brazil 1.03%
Mexico 1.26%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.89%
United Kingdom 0.00%
46.55%
Austria 5.53%
France 2.47%
Germany 10.09%
Greece 2.77%
Italy 9.20%
Norway 1.12%
Spain 2.88%
Sweden 5.02%
Switzerland 5.97%
0.00%
4.34%
Israel 4.34%
Greater Asia 36.01%
Japan 14.06%
4.61%
Australia 4.61%
8.16%
South Korea 5.28%
Taiwan 2.18%
9.18%
China 2.91%
India 5.61%
Indonesia 0.66%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
32.30%
Materials
7.89%
Consumer Discretionary
13.19%
Financials
10.61%
Real Estate
0.61%
Sensitive
57.84%
Communication Services
4.60%
Energy
1.26%
Industrials
31.78%
Information Technology
20.20%
Defensive
9.87%
Consumer Staples
4.86%
Health Care
4.00%
Utilities
1.00%
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