Asset Allocation

As of September 30, 2025.
Type % Net
Cash 6.46%
Stock 92.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.12%
Other 0.87%
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Market Capitalization

As of September 30, 2025
Large 2.04%
Mid 30.05%
Small 67.91%
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Region Exposure

% Developed Markets: 82.66%    % Emerging Markets: 11.29%    % Unidentified Markets: 6.05%

Americas 9.14%
6.96%
Canada 6.10%
United States 0.86%
2.18%
Brazil 0.79%
Chile 0.00%
Colombia 0.12%
Mexico 0.24%
Peru 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.47%
United Kingdom 9.01%
26.14%
Austria 1.42%
Belgium 1.11%
Denmark 0.89%
Finland 0.87%
France 2.76%
Germany 3.47%
Greece 0.00%
Ireland 0.02%
Italy 4.86%
Netherlands 1.39%
Norway 1.85%
Portugal 0.35%
Spain 1.63%
Sweden 3.66%
Switzerland 1.68%
1.11%
Czech Republic 0.00%
Poland 0.11%
Turkey 0.52%
2.22%
Egypt 0.00%
Israel 0.90%
Qatar 0.00%
Saudi Arabia 0.36%
South Africa 0.94%
United Arab Emirates 0.01%
Greater Asia 46.34%
Japan 24.58%
5.43%
Australia 5.42%
8.60%
Hong Kong 1.46%
Singapore 0.80%
South Korea 2.66%
Taiwan 3.68%
7.72%
China 2.29%
India 3.64%
Indonesia 0.38%
Malaysia 0.61%
Philippines 0.39%
Thailand 0.42%
Unidentified Region 6.05%

Stock Sector Exposure

Cyclical
43.11%
Materials
12.11%
Consumer Discretionary
10.64%
Financials
13.19%
Real Estate
7.17%
Sensitive
42.45%
Communication Services
3.19%
Energy
3.25%
Industrials
24.31%
Information Technology
11.71%
Defensive
13.58%
Consumer Staples
7.93%
Health Care
4.64%
Utilities
1.01%
Not Classified
0.86%
Non Classified Equity
0.85%
Not Classified - Non Equity
0.01%
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