Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.84%
Stock 97.90%
Bond 0.00%
Convertible 0.00%
Preferred 0.26%
Other 0.99%
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Market Capitalization

As of September 30, 2025
Large 39.21%
Mid 26.34%
Small 34.44%
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Region Exposure

% Developed Markets: 99.11%    % Emerging Markets: 0.16%    % Unidentified Markets: 0.72%

Americas 13.35%
13.13%
Canada 11.97%
United States 1.16%
0.22%
Mexico 0.04%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.67%
United Kingdom 10.12%
42.27%
Austria 0.69%
Belgium 1.61%
Denmark 2.21%
Finland 1.74%
France 6.17%
Germany 8.55%
Greece 0.01%
Ireland 0.85%
Italy 2.86%
Netherlands 3.28%
Norway 0.67%
Portugal 0.38%
Spain 3.04%
Sweden 2.59%
Switzerland 7.28%
0.00%
1.29%
Israel 1.28%
United Arab Emirates 0.01%
Greater Asia 32.25%
Japan 23.45%
6.38%
Australia 6.10%
2.30%
Hong Kong 1.33%
Singapore 0.95%
Taiwan 0.02%
0.12%
China 0.07%
Malaysia 0.01%
Thailand 0.00%
Unidentified Region 0.72%

Stock Sector Exposure

Cyclical
44.22%
Materials
11.75%
Consumer Discretionary
10.79%
Financials
20.54%
Real Estate
1.14%
Sensitive
35.84%
Communication Services
4.85%
Energy
6.86%
Industrials
18.45%
Information Technology
5.68%
Defensive
13.84%
Consumer Staples
6.16%
Health Care
5.64%
Utilities
2.04%
Not Classified
6.10%
Non Classified Equity
0.44%
Not Classified - Non Equity
5.66%
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