Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.39%
Stock 98.80%
Bond 0.21%
Convertible 0.00%
Preferred 0.01%
Other 0.59%
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Market Capitalization

As of September 30, 2025
Large 86.04%
Mid 10.50%
Small 3.45%
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Region Exposure

% Developed Markets: 97.44%    % Emerging Markets: 1.60%    % Unidentified Markets: 0.96%

Americas 5.17%
5.17%
Canada 2.98%
United States 2.19%
0.00%
Mexico 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 76.04%
United Kingdom 27.91%
47.95%
Austria 0.01%
Belgium 2.38%
Denmark 1.46%
Finland 0.03%
France 18.45%
Germany 8.84%
Greece 0.26%
Ireland 0.74%
Italy 2.89%
Netherlands 6.87%
Norway 0.02%
Portugal 0.01%
Spain 0.09%
Sweden 1.64%
Switzerland 3.60%
0.15%
0.03%
Israel 0.03%
Greater Asia 17.84%
Japan 10.13%
0.19%
Australia 0.18%
6.07%
Hong Kong 0.05%
Singapore 1.06%
South Korea 4.95%
1.44%
China 1.44%
Unidentified Region 0.96%

Stock Sector Exposure

Cyclical
38.00%
Materials
7.55%
Consumer Discretionary
10.25%
Financials
19.14%
Real Estate
1.06%
Sensitive
36.73%
Communication Services
3.88%
Energy
2.02%
Industrials
15.99%
Information Technology
14.84%
Defensive
24.76%
Consumer Staples
7.68%
Health Care
13.58%
Utilities
3.50%
Not Classified
0.51%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.50%
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