Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.85%
Stock 97.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 83.97%
Mid 12.96%
Small 3.08%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 83.54%    % Emerging Markets: 14.51%    % Unidentified Markets: 1.95%

Americas 9.94%
6.00%
Canada 3.55%
United States 2.45%
3.95%
Brazil 1.34%
Chile 0.08%
Mexico 0.27%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.27%
United Kingdom 12.87%
39.80%
Austria 0.50%
Belgium 0.86%
Denmark 0.18%
France 8.99%
Germany 9.99%
Greece 0.65%
Ireland 2.60%
Italy 2.21%
Netherlands 7.72%
Spain 0.70%
Sweden 1.13%
Switzerland 2.39%
0.29%
Poland 0.08%
Turkey 0.16%
1.31%
Israel 0.55%
Qatar 0.04%
Saudi Arabia 0.18%
South Africa 0.34%
United Arab Emirates 0.21%
Greater Asia 33.84%
Japan 8.28%
0.28%
Australia 0.16%
14.52%
Hong Kong 1.28%
Singapore 3.72%
South Korea 2.75%
Taiwan 6.77%
10.75%
China 7.05%
India 3.18%
Indonesia 0.28%
Malaysia 0.08%
Thailand 0.16%
Unidentified Region 1.95%

Stock Sector Exposure

Cyclical
41.94%
Materials
5.31%
Consumer Discretionary
15.18%
Financials
20.84%
Real Estate
0.59%
Sensitive
47.99%
Communication Services
10.45%
Energy
1.32%
Industrials
15.02%
Information Technology
21.20%
Defensive
10.07%
Consumer Staples
3.85%
Health Care
4.41%
Utilities
1.81%
Not Classified
0.00%
Non Classified Equity
0.00%
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