Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.78%
Stock 96.72%
Bond 1.82%
Convertible 0.00%
Preferred 0.00%
Other -0.33%
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Market Capitalization

As of September 30, 2025
Large 88.50%
Mid 9.65%
Small 1.84%
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Region Exposure

% Developed Markets: 96.25%    % Emerging Markets: 2.40%    % Unidentified Markets: 1.35%

Americas 1.93%
1.93%
United States 1.93%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 78.55%
United Kingdom 23.15%
55.40%
Belgium 2.45%
Denmark 1.26%
France 17.32%
Germany 3.62%
Italy 1.18%
Netherlands 7.44%
Spain 5.36%
Sweden 1.57%
Switzerland 15.21%
0.00%
0.00%
Greater Asia 18.16%
Japan 7.75%
0.00%
8.02%
Hong Kong 3.28%
Singapore 3.13%
Taiwan 1.60%
2.40%
India 2.40%
Unidentified Region 1.35%

Stock Sector Exposure

Cyclical
34.92%
Materials
2.44%
Consumer Discretionary
11.29%
Financials
21.18%
Real Estate
0.00%
Sensitive
33.92%
Communication Services
0.00%
Energy
0.00%
Industrials
17.19%
Information Technology
16.72%
Defensive
27.65%
Consumer Staples
10.35%
Health Care
14.10%
Utilities
3.19%
Not Classified
3.52%
Non Classified Equity
0.01%
Not Classified - Non Equity
3.51%
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